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BancorpSouth’s Phillips 66 PSX Stock Holding History

BancorpSouth’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
Q3 		$228K Sell
2,490
-26,806
-92% -$2.27M 0.02% 229
2017
Q2 		$2.42M Buy
29,296
+975
+3% +$76.5K 0.25% 57
2017
Q1 		$2.24M Buy
28,321
+757
+3% +$61K 0.24% 58
2016
Q4 		$2.38M Buy
27,564
+2,669
+11% +$222K 0.26% 55
2016
Q3 		$2M Buy
24,895
+22,321
+867% +$1.74M 0.22% 66
2016
Q2 		$204K Hold
2,574
– – 0.02% 223
2016
Q1 		$223K Hold
2,574
– – 0.03% 214
2015
Q4 		$211K Buy
+2,574
New +$222K 0.03% 221

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BancorpSouth's PSX Position: Q3 2017 in Review

BancorpSouth reduced its Phillips 66 (PSX) stake by 92% in Q3 2017, selling an estimated $2.27M and leaving 2,490 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #229.

BancorpSouth first reported a position in PSX in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.42M in Q2 2017. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

  • BancorpSouth held 2,490 shares of Phillips 66 worth $228K as of Q3 2017.
  • BancorpSouth sold 26,806 Phillips 66 shares in Q3 2017, an estimated $2.27M.
  • Phillips 66 made up 0.02% of BancorpSouth's portfolio in Q3 2017, its #229 holding.
  • BancorpSouth first reported a position in Phillips 66 in Q4 2015 and has held it in 8 quarters since.
  • BancorpSouth's Phillips 66 position peaked at $2.42M in Q2 2017.
  • 1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.