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Waratah Capital Advisors’s Phillips 66 PSX Stock Holding History

Waratah Capital 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
2021
Q4 		– Sell
-4,624
Closed -$324K – 287
2021
Q3 		$324K Buy
+4,624
New +$335K ﹤0.01% 225

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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's PSX Position: Q4 2021 in Review

Waratah Capital Advisors sold out of Phillips 66 (PSX) in Q4 2021, closing a stake of 4,624 shares — an estimated $324K sold.

Waratah Capital Advisors first reported a position in PSX in Q3 2021 and held it in 1 quarter. The position peaked at $324K in Q3 2021. 1,357 funds tracked by Wall St. Rank hold PSX as of Q4 2021.

  • Waratah Capital Advisors reported no remaining Phillips 66 position as of Q4 2021 after selling out during the quarter.
  • Waratah Capital Advisors sold 4,624 Phillips 66 shares in Q4 2021, an estimated $324K.
  • Waratah Capital Advisors first reported a position in Phillips 66 in Q3 2021 and held it in 1 quarter.
  • Waratah Capital Advisors's Phillips 66 position peaked at $324K in Q3 2021.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2021.

Based on Waratah Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.