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Richard Bernstein Advisors’s Phillips 66 PSX Stock Holding History

Richard Bernstein Advisors’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
2025
Q1 		– Sell
-23,493
Closed -$2.68M – 233
2024
Q4 		$2.68M Hold
23,493
– – 0.06% 179
2024
Q3 		$3.09M Hold
23,493
– – 0.07% 161
2024
Q2 		$3.32M Buy
23,493
+3
+0% +$444 0.07% 128
2024
Q1 		$3.84M Hold
23,490
– – 0.08% 96
2023
Q4 		$3.13M Buy
23,490
+16
+0.1% +$1.91K 0.07% 129
2023
Q3 		$2.82M Buy
+23,474
New +$2.63M 0.06% 123
2019
Q1 		– Sell
-54,367
Closed -$4.68M – 343
2018
Q4 		$4.68M Hold
54,367
– – 0.17% 100
2018
Q3 		$6.13M Hold
54,367
– – 0.18% 89
2018
Q2 		$6.11M Buy
54,367
+1,803
+3% +$203K 0.2% 78
2018
Q1 		$5.04M Hold
52,564
– – 0.18% 105
2017
Q4 		$5.32M Buy
52,564
+4,041
+8% +$384K 0.23% 90
2017
Q3 		$4.45M Hold
48,523
– – 0.31% 92
2017
Q2 		$4.01M Hold
48,523
– – 0.31% 93
2017
Q1 		$3.84M Hold
48,523
– – 0.3% 109
2016
Q4 		$4.19M Hold
48,523
– – 0.35% 104
2016
Q3 		$3.91M Hold
48,523
– – 0.37% 89
2016
Q2 		$3.85M Hold
48,523
– – 0.37% 58
2016
Q1 		$4.2M Buy
+48,523
New +$3.94M 0.42% 53
2015
Q1 		– Sell
-1,201
Closed -$86K – 297
2014
Q4 		$86K Hold
1,201
– – 0.01% 276
2014
Q3 		$98K Buy
+1,201
New +$100K 0.01% 266
2013
Q4 		– Sell
-5,685
Closed -$329K – 254
2013
Q3 		$329K Hold
5,685
– – 0.1% 234
2013
Q2 		$335K Buy
+5,685
New +$357K 0.11% 228

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richard Bernstein Advisors's PSX Position: Q1 2025 in Review

Richard Bernstein Advisors sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 23,493 shares — an estimated $2.68M sold.

Richard Bernstein Advisors first reported a position in PSX in Q2 2013 and held it in 22 quarters. The position peaked at $6.13M in Q3 2018. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Richard Bernstein Advisors reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 23,493 Phillips 66 shares in Q1 2025, an estimated $2.68M.
  • Richard Bernstein Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 22 quarters.
  • Richard Bernstein Advisors's Phillips 66 position peaked at $6.13M in Q3 2018.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Richard Bernstein Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.