Ashburton (Jersey)’s Phillips 66 PSX Stock Holding History

Ashburton (Jersey)’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	-5,630	Closed	-$635K	–	73
2018 Q3	$635K	Buy	+5,630	New	+$651K	0.24%	37

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ashburton (Jersey)'s PSX Position: Q4 2018 in Review

Ashburton (Jersey) sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 5,630 shares — an estimated $635K sold.

Ashburton (Jersey) first reported a position in PSX in Q3 2018 and held it in 1 quarter. The position peaked at $635K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Ashburton (Jersey) reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Ashburton (Jersey) sold 5,630 Phillips 66 shares in Q4 2018, an estimated $635K.
Ashburton (Jersey) first reported a position in Phillips 66 in Q3 2018 and held it in 1 quarter.
Ashburton (Jersey)'s Phillips 66 position peaked at $635K in Q3 2018.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Ashburton (Jersey)'s 13F filing for Q4 2018, filed 4 Feb 2019.