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Arthur M. Cohen & Associates’s Phillips 66 PSX Stock Holding History

Arthur M. Cohen & Associates’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
Q4 		– Sell
-1,936
Closed -$219K – 117
2018
Q3 		$219K Hold
1,936
– – 0.07% 115
2018
Q2 		$216K Buy
+1,936
New +$218K 0.08% 107

Other funds holding PSX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arthur M. Cohen & Associates's PSX Position: Q4 2018 in Review

Arthur M. Cohen & Associates sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,936 shares — an estimated $219K sold.

Arthur M. Cohen & Associates first reported a position in PSX in Q2 2018 and held it in 2 quarters. The position peaked at $219K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Arthur M. Cohen & Associates reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 1,936 Phillips 66 shares in Q4 2018, an estimated $219K.
  • Arthur M. Cohen & Associates first reported a position in Phillips 66 in Q2 2018 and held it in 2 quarters.
  • Arthur M. Cohen & Associates's Phillips 66 position peaked at $219K in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2018, filed 6 Feb 2019.