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Agran Libbie’s Phillips 66 PSX Stock Holding History

Agran Libbie’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
Q1 		$1.62M Sell
20,398
-919
-4% -$74K 0.38% 62
2016
Q4 		$1.84M Sell
21,317
-89
-0.4% -$7.4K 0.45% 60
2016
Q3 		$1.72M Sell
21,406
-72
-0.3% -$5.6K 0.49% 54
2016
Q2 		$1.7M Sell
21,478
-155
-0.7% -$12.7K 0.43% 64
2016
Q1 		$1.87M Buy
21,633
+1,083
+5% +$88K 0.48% 62
2015
Q4 		$1.68M Sell
20,550
-150
-0.7% -$12.9K 0.44% 63
2015
Q3 		$1.59M Sell
20,700
-288
-1% -$22.9K 0.44% 61
2015
Q2 		$1.69M Sell
20,988
-403
-2% -$32K 0.44% 61
2015
Q1 		$1.68M Hold
21,391
– – 0.4% 64
2014
Q4 		$1.53M Sell
21,391
-457
-2% -$33.7K 0.37% 66
2014
Q3 		$1.78M Sell
21,848
-970
-4% -$80.7K 0.43% 63
2014
Q2 		$1.83M Sell
22,818
-1,854
-8% -$153K 0.47% 57
2014
Q1 		$1.9M Sell
24,672
-1,057
-4% -$80.5K 0.51% 56
2013
Q4 		$1.98M Sell
25,729
-3,445
-12% -$230K 0.52% 57
2013
Q3 		$1.69M Sell
29,174
-1,408
-5% -$81.6K 0.49% 58
2013
Q2 		$1.8M Buy
+30,582
New +$1.92M 0.52% 56

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Agran Libbie's PSX Position: Q1 2017 in Review

Agran Libbie reduced its Phillips 66 (PSX) stake by 4.3% in Q1 2017, selling an estimated $74K and leaving 20,398 shares worth $1.62M. The position accounts for 0.38% of the portfolio, ranked #62.

Agran Libbie first reported a position in PSX in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.98M in Q4 2013. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Agran Libbie held 20,398 shares of Phillips 66 worth $1.62M as of Q1 2017.
  • Agran Libbie sold 919 Phillips 66 shares in Q1 2017, an estimated $74K.
  • Phillips 66 made up 0.38% of Agran Libbie's portfolio in Q1 2017, its #62 holding.
  • Agran Libbie first reported a position in Phillips 66 in Q2 2013 and has held it in 16 quarters since.
  • Agran Libbie's Phillips 66 position peaked at $1.98M in Q4 2013.
  • 1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.