Brave Asset Management’s Phillips 66 PSX Stock Holding History

Brave Asset Management’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
2016 Q4	–	Sell	-220	Closed	-$18K	–	280
2016 Q3	$18K	Hold	220	–	–	0.01%	289
2016 Q2	$17K	Hold	220	–	–	0.01%	295
2016 Q1	$19K	Hold	220	–	–	0.01%	298
2015 Q4	$18K	Hold	220	–	–	0.01%	306
2015 Q3	$17K	Hold	220	–	–	0.01%	298
2015 Q2	$18K	Hold	220	–	–	0.01%	317
2015 Q1	$17K	Hold	220	–	–	0.01%	322
2014 Q4	$16K	Hold	220	–	–	0.01%	322
2014 Q3	$18K	Hold	220	–	–	0.01%	311
2014 Q2	$18K	Hold	220	–	–	0.01%	313
2014 Q1	$17K	Hold	220	–	–	0.01%	314
2013 Q4	$17K	Buy	+220	New	+$14.7K	0.01%	307

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Brave Asset Management's PSX Position: Q4 2016 in Review

Brave Asset Management sold out of Phillips 66 (PSX) in Q4 2016, closing a stake of 220 shares — an estimated $18K sold.

Brave Asset Management first reported a position in PSX in Q4 2013 and held it in 12 quarters. The position peaked at $19K in Q1 2016. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

Brave Asset Management reported no remaining Phillips 66 position as of Q4 2016 after selling out during the quarter.
Brave Asset Management sold 220 Phillips 66 shares in Q4 2016, an estimated $18K.
Brave Asset Management first reported a position in Phillips 66 in Q4 2013 and held it in 12 quarters.
Brave Asset Management's Phillips 66 position peaked at $19K in Q1 2016.
1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on Brave Asset Management's 13F filing for Q4 2016, filed 27 Jan 2017.