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Benedict Financial Advisors’s Phillips 66 PSX Stock Holding History

Benedict 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
Q1 		– Sell
-2,323
Closed -$201K – 103
2016
Q4 		$201K Buy
+2,323
New +$193K 0.12% 100
2016
Q3 		– Sell
-2,685
Closed -$214K – 101
2016
Q2 		$214K Buy
2,685
+12
+0.4% +$980 0.13% 93
2016
Q1 		$231K Sell
2,673
-209
-7% -$17K 0.14% 91
2015
Q4 		$236K Buy
+2,882
New +$249K 0.15% 89

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benedict Financial Advisors's PSX Position: Q1 2017 in Review

Benedict Financial Advisors sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 2,323 shares — an estimated $201K sold.

Benedict Financial Advisors first reported a position in PSX in Q4 2015 and held it in 4 quarters. The position peaked at $236K in Q4 2015. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Benedict Financial Advisors reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
  • Benedict Financial Advisors sold 2,323 Phillips 66 shares in Q1 2017, an estimated $201K.
  • Benedict Financial Advisors first reported a position in Phillips 66 in Q4 2015 and held it in 4 quarters.
  • Benedict Financial Advisors's Phillips 66 position peaked at $236K in Q4 2015.
  • 1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Benedict Financial Advisors's 13F filing for Q1 2017, filed 27 Apr 2017.