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Rampart Investment Management’s Phillips 66 PSX Stock Holding History

Rampart Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,825
Closed -$275K – 498
2020
Q2 		$275K Buy
3,825
+741
+24% +$52.5K 0.05% 339
2020
Q1 		$165K Sell
3,084
-21,548
-87% -$1.75M 0.08% 226
2019
Q4 		$2.74M Buy
24,632
+21,186
+615% +$2.38M 0.33% 89
2019
Q3 		$353K Sell
3,446
-155
-4% -$15.5K 0.04% 345
2019
Q2 		$337K Sell
3,601
-20,655
-85% -$1.85M 0.04% 366
2019
Q1 		$2.31M Buy
24,256
+20,126
+487% +$1.91M 0.26% 114
2018
Q4 		$356K Sell
4,130
-22,381
-84% -$2.19M 0.1% 181
2018
Q3 		$476K Sell
26,511
-13,624
-34% -$1.57M 0.21% 118
2018
Q2 		$4.51M Buy
40,135
+2,349
+6% +$264K 0.44% 57
2018
Q1 		$3.62M Buy
37,786
+32,516
+617% +$3.17M 0.35% 91
2017
Q4 		$533K Sell
5,270
-149
-3% -$14.2K 0.21% 120
2017
Q3 		$496K Buy
5,419
+348
+7% +$29.5K 0.17% 140
2017
Q2 		$419K Buy
5,071
+3,854
+317% +$303K 0.15% 157
2017
Q1 		$96K Buy
+1,217
New +$98K 0.03% 146

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rampart Investment Management's PSX Position: Q3 2020 in Review

Rampart Investment Management sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 3,825 shares — an estimated $275K sold.

Rampart Investment Management first reported a position in PSX in Q1 2017 and held it in 14 quarters. The position peaked at $4.51M in Q2 2018. 1,130 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

  • Rampart Investment Management reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 3,825 Phillips 66 shares in Q3 2020, an estimated $275K.
  • Rampart Investment Management first reported a position in Phillips 66 in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Phillips 66 position peaked at $4.51M in Q2 2018.
  • 1,130 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.