Atlas Brown’s Phillips 66 PSX Stock Holding History

Atlas Brown’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	-5,072	Closed	-$572K	–	147
2018 Q3	$572K	Hold	5,072	–	–	0.35%	85
2018 Q2	$574K	Hold	5,072	–	–	0.13%	83
2018 Q1	$487K	Buy	5,072 +192	+4%	+$18.7K	0.09%	88
2017 Q4	$511K	Hold	4,880	–	–	0.09%	88
2017 Q3	$447K	Buy	4,880 +380	+8%	+$32.2K	0.09%	87
2017 Q2	$372K	Hold	4,500	–	–	0.33%	90
2017 Q1	$356K	Hold	4,500	–	–	0.28%	91
2016 Q4	$362K	Hold	4,500	–	–	0.15%	87
2016 Q3	$362K	Hold	4,500	–	–	0.15%	87
2016 Q2	$357K	Sell	4,500 -110	-2%	-$8.98K	0.14%	84
2016 Q1	$399K	Hold	4,610	–	–	0.17%	80
2015 Q4	$358K	Hold	4,610	–	–	0.23%	77
2015 Q3	$354K	Hold	4,610	–	–	0.15%	73
2015 Q2	$380K	Hold	4,610	–	–	0.15%	75
2015 Q1	$362K	Hold	4,610	–	–	0.1%	81
2014 Q4	$331K	Sell	4,610 -50	-1%	-$3.69K	0.09%	80
2014 Q3	$379K	Hold	4,660	–	–	0.14%	75
2014 Q2	$375K	Buy	4,660 +110	+2%	+$9.06K	0.19%	68
2014 Q1	$351K	Hold	4,550	–	–	0.19%	61
2013 Q4	$351K	Hold	4,550	–	–	0.25%	50
2013 Q3	$263K	Sell	4,550 -800	-15%	-$46.4K	0.2%	60
2013 Q2	$315K	Buy	+5,350	New	+$336K	0.07%	103

Other funds holding PSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Brown's PSX Position: Q4 2018 in Review

Atlas Brown sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 5,072 shares — an estimated $572K sold.

Atlas Brown first reported a position in PSX in Q2 2013 and held it in 22 quarters. The position peaked at $574K in Q2 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Atlas Brown reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Atlas Brown sold 5,072 Phillips 66 shares in Q4 2018, an estimated $572K.
Atlas Brown first reported a position in Phillips 66 in Q2 2013 and held it in 22 quarters.
Atlas Brown's Phillips 66 position peaked at $574K in Q2 2018.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Atlas Brown's 13F filing for Q4 2018, filed 28 Jan 2019.