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Bellwether Investment Group’s Phillips 66 PSX Stock Holding History

Bellwether Investment Group’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
-443
Closed -$35K – 482
2017
Q1 		$35K Sell
443
-64
-13% -$5.16K 0.09% 201
2016
Q4 		$44K Buy
+507
New +$42.1K 0.04% 285
2016
Q2 		$169K Buy
+2,136
New +$174K 0.19% 131

Other funds holding PSX

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bellwether Investment Group's PSX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 443 shares — an estimated $35K sold.

Bellwether Investment Group first reported a position in PSX in Q2 2016 and held it in 3 quarters. The position peaked at $169K in Q2 2016. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 443 Phillips 66 shares in Q2 2017, an estimated $35K.
  • Bellwether Investment Group first reported a position in Phillips 66 in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Phillips 66 position peaked at $169K in Q2 2016.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.