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Americafirst Capital Management’s Phillips 66 PSX Stock Holding History

Americafirst Capital 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
Q1 		– Sell
-980
Closed -$84.7K – 229
2016
Q4 		$84.7K Sell
980
-119
-11% -$9.89K 0.09% 189
2016
Q3 		$88.5K Hold
1,099
– – 0.07% 205
2016
Q2 		$87.2K Buy
+1,099
New +$89.8K 0.06% 207
2014
Q4 		– Sell
-17,748
Closed -$1.44M – 272
2014
Q3 		$1.44M Buy
+17,748
New +$1.48M 0.71% 33

Other funds holding PSX

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Americafirst Capital Management's PSX Position: Q1 2017 in Review

Americafirst Capital Management sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 980 shares — an estimated $84.7K sold.

Americafirst Capital Management first reported a position in PSX in Q3 2014 and held it in 4 quarters. The position peaked at $1.44M in Q3 2014. 1,115 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Americafirst Capital Management reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
  • Americafirst Capital Management sold 980 Phillips 66 shares in Q1 2017, an estimated $84.7K.
  • Americafirst Capital Management first reported a position in Phillips 66 in Q3 2014 and held it in 4 quarters.
  • Americafirst Capital Management's Phillips 66 position peaked at $1.44M in Q3 2014.
  • 1,115 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Americafirst Capital Management's 13F filing for Q1 2017, filed 17 Apr 2017.