Bach Option’s Phillips 66 PSX Stock Holding History

Bach Option’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 Q2	–	Sell	-14,000	Closed	-$1.11M	–	110
2017 Q1	$1.11M	Hold	14,000	–	–	0.84%	29
2016 Q4	$1.21M	Hold	14,000	–	–	0.55%	42
2016 Q3	$1.13M	Buy	+14,000	New	+$1.09M	0.52%	44

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bach Option's PSX Position: Q1 2019 in Review

Bach Option sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 2,503 shares — an estimated $216K sold.

Bach Option first reported a position in PSX in Q4 2018 and held it in 1 quarter. The position peaked at $216K in Q4 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Bach Option reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
Bach Option sold 2,503 Phillips 66 shares in Q1 2019, an estimated $216K.
Bach Option first reported a position in Phillips 66 in Q4 2018 and held it in 1 quarter.
Bach Option's Phillips 66 position peaked at $216K in Q4 2018.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Bach Option's 13F filing for Q1 2019, filed 12 Apr 2019.