Aurora Financial Advisors’s Phillips 66 PSX Stock Holding History

Aurora Financial Advisors’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 Q4	$564K	Buy	+5,576	New	+$530K	0.4%	91

Other funds holding PSX

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aurora Financial Advisors's PSX Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Phillips 66 (PSX) in Q4 2017: 5,576 shares worth $564K. The stake represents 0.4% of the portfolio and ranks #91 among its holdings.

1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

Aurora Financial Advisors held 5,576 shares of Phillips 66 worth $564K as of Q4 2017.
Phillips 66 was a new Aurora Financial Advisors position in Q4 2017.
Phillips 66 made up 0.4% of Aurora Financial Advisors's portfolio in Q4 2017, its #91 holding.
1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.