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Acrospire Investment Management’s Phillips 66 PSX Stock Holding History

Acrospire 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
2017
Q3 		– Sell
-800
Closed -$66K – 1088
2017
Q2 		$66K Buy
+800
New +$62.8K 0.06% 588
2016
Q2 		– Sell
-700
Closed -$61K – 2220
2016
Q1 		$61K Buy
+700
New +$56.9K 0.04% 751

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's PSX Position: Q3 2017 in Review

Acrospire Investment Management sold out of Phillips 66 (PSX) in Q3 2017, closing a stake of 800 shares — an estimated $66K sold.

Acrospire Investment Management first reported a position in PSX in Q1 2016 and held it in 2 quarters. The position peaked at $66K in Q2 2017. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

  • Acrospire Investment Management reported no remaining Phillips 66 position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 800 Phillips 66 shares in Q3 2017, an estimated $66K.
  • Acrospire Investment Management first reported a position in Phillips 66 in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Phillips 66 position peaked at $66K in Q2 2017.
  • 1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.