BTIS
PSX icon

BB&T Investment Services’s Phillips 66 PSX Stock Holding History

BB&T Investment Services’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 		$175K Buy
1,727
+165
+11% +$15.7K 0.03% 303
2017
Q3 		$141K Sell
1,562
-89
-5% -$7.54K 0.03% 313
2017
Q2 		$138K Sell
1,651
-11
-0.7% -$864 0.03% 290
2017
Q1 		$131K Buy
1,662
+273
+20% +$22K 0.05% 231
2016
Q4 		$122K Buy
+1,389
New +$115K 0.09% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BB&T Investment Services's PSX Position: Q4 2017 in Review

BB&T Investment Services increased its Phillips 66 (PSX) stake by 11% in Q4 2017, buying an estimated $15.7K and bringing the position to 1,727 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #303.

BB&T Investment Services first reported a position in PSX in Q4 2016 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • BB&T Investment Services held 1,727 shares of Phillips 66 worth $175K as of Q4 2017.
  • BB&T Investment Services bought 165 Phillips 66 shares in Q4 2017, an estimated $15.7K.
  • Phillips 66 made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #303 holding.
  • BB&T Investment Services first reported a position in Phillips 66 in Q4 2016 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.