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Boston Family Office’s Phillips 66 PSX Stock Holding History

Boston Family Office’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
-1,935
Closed -$218K – 260
2018
Q3 		$218K Buy
1,935
+68
+4% +$7.86K 0.02% 249
2018
Q2 		$210K Sell
1,867
-300
-14% -$33.7K 0.02% 252
2018
Q1 		$208K Hold
2,167
– – 0.02% 251
2017
Q4 		$219K Buy
+2,167
New +$206K 0.02% 251
2015
Q3 		– Sell
-8,885
Closed -$716K – 251
2015
Q2 		$716K Sell
8,885
-4,199
-32% -$334K 0.09% 168
2015
Q1 		$1.03M Buy
13,084
+75
+0.6% +$5.5K 0.13% 151
2014
Q4 		$933K Hold
13,009
– – 0.12% 153
2014
Q3 		$1.06M Sell
13,009
-100
-0.8% -$8.32K 0.14% 142
2014
Q2 		$1.05M Sell
13,109
-3,000
-19% -$247K 0.13% 144
2014
Q1 		$1.24M Sell
16,109
-2,500
-13% -$190K 0.16% 133
2013
Q4 		$1.44M Buy
18,609
+125
+0.7% +$8.34K 0.19% 119
2013
Q3 		$1.07M Sell
18,484
-600
-3% -$34.8K 0.15% 134
2013
Q2 		$1.12M Buy
+19,084
New +$1.2M 0.17% 124

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

Boston Family Office's PSX Position: Q4 2018 in Review

Boston Family Office sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,935 shares — an estimated $218K sold.

Boston Family Office first reported a position in PSX in Q2 2013 and held it in 13 quarters. The position peaked at $1.44M in Q4 2013. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Boston Family Office reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Boston Family Office sold 1,935 Phillips 66 shares in Q4 2018, an estimated $218K.
  • Boston Family Office first reported a position in Phillips 66 in Q2 2013 and held it in 13 quarters.
  • Boston Family Office's Phillips 66 position peaked at $1.44M in Q4 2013.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.