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Bigelow Investment Advisors’s Phillips 66 PSX Stock Holding History

Bigelow Investment 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
2018
Q4 		– Sell
-1,912
Closed -$216K – 156
2018
Q3 		$216K Hold
1,912
– – 0.15% 145
2018
Q2 		$215K Buy
+1,912
New +$215K 0.15% 143

Other funds holding PSX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bigelow Investment Advisors's PSX Position: Q4 2018 in Review

Bigelow Investment Advisors sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,912 shares — an estimated $216K sold.

Bigelow Investment Advisors first reported a position in PSX in Q2 2018 and held it in 2 quarters. The position peaked at $216K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Bigelow Investment Advisors reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Bigelow Investment Advisors sold 1,912 Phillips 66 shares in Q4 2018, an estimated $216K.
  • Bigelow Investment Advisors first reported a position in Phillips 66 in Q2 2018 and held it in 2 quarters.
  • Bigelow Investment Advisors's Phillips 66 position peaked at $216K in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Bigelow Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.