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Armbruster Capital Management’s Phillips 66 PSX Stock Holding History

Armbruster 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
2018
Q2 		– Sell
-200
Closed -$19K – 167
2018
Q1 		$19K Hold
200
– – 0.01% 167
2017
Q4 		$20K Hold
200
– – 0.01% 174
2017
Q3 		$18K Sell
200
-221
-52% -$18.7K 0.01% 169
2017
Q2 		$35K Buy
421
+221
+111% +$17.4K 0.02% 145
2017
Q1 		$16K Hold
200
– – 0.01% 191
2016
Q4 		$17K Hold
200
– – 0.01% 186
2016
Q3 		$16K Hold
200
– – 0.01% 191
2016
Q2 		$16K Hold
200
– – 0.01% 199
2016
Q1 		$17K Hold
200
– – 0.01% 204
2015
Q4 		$16K Buy
+200
New +$17.3K 0.01% 211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Armbruster Capital Management's PSX Position: Q2 2018 in Review

Armbruster Capital Management sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 200 shares — an estimated $19K sold.

Armbruster Capital Management first reported a position in PSX in Q4 2015 and held it in 10 quarters. The position peaked at $35K in Q2 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Armbruster Capital Management reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 200 Phillips 66 shares in Q2 2018, an estimated $19K.
  • Armbruster Capital Management first reported a position in Phillips 66 in Q4 2015 and held it in 10 quarters.
  • Armbruster Capital Management's Phillips 66 position peaked at $35K in Q2 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.