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Almanack Investment Partners’s Phillips 66 PSX Stock Holding History

Almanack Investment Partners’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
2019
Q3 		– Sell
-1,527
Closed -$143K – 287
2019
Q2 		$143K Sell
1,527
-1,255
-45% -$113K 0.03% 220
2019
Q1 		$265K Sell
2,782
-385
-12% -$36.6K 0.08% 115
2018
Q4 		$273K Sell
3,167
-65
-2% -$6.35K 0.08% 124
2018
Q3 		$333K Sell
3,232
-153
-5% -$17.7K 0.09% 121
2018
Q2 		$380K Sell
3,385
-266
-7% -$29.9K 0.17% 54
2018
Q1 		$350K Buy
3,651
+327
+10% +$31.8K 0.13% 69
2017
Q4 		$336K Buy
3,324
+38
+1% +$3.61K 0.13% 76
2017
Q3 		$301K Sell
3,286
-516
-14% -$43.7K 0.15% 70
2017
Q2 		$314K Buy
3,802
+1,412
+59% +$111K 0.18% 84
2017
Q1 		$189K Sell
2,390
-1,133
-32% -$91.3K 0.14% 106
2016
Q4 		$304K Buy
+3,523
New +$293K 0.25% 48

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's PSX Position: Q3 2019 in Review

Almanack Investment Partners sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 1,527 shares — an estimated $143K sold.

Almanack Investment Partners first reported a position in PSX in Q4 2016 and held it in 11 quarters. The position peaked at $380K in Q2 2018. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Almanack Investment Partners reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 1,527 Phillips 66 shares in Q3 2019, an estimated $143K.
  • Almanack Investment Partners first reported a position in Phillips 66 in Q4 2016 and held it in 11 quarters.
  • Almanack Investment Partners's Phillips 66 position peaked at $380K in Q2 2018.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.