Braver Wealth Management’s Phillips 66 PSX Stock Holding History

Braver Wealth 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 Q3	–	Sell	-2,817	Closed	-$223K	–	151
2016 Q2	$223K	Sell	2,817 -350	-11%	-$28.6K	0.04%	132
2016 Q1	$274K	Buy	3,167 +350	+12%	+$28.4K	0.05%	129
2015 Q4	$230K	Hold	2,817	–	–	0.05%	73
2015 Q3	$216K	Hold	2,817	–	–	0.05%	73
2015 Q2	$227K	Hold	2,817	–	–	0.06%	80
2015 Q1	$221K	Hold	2,817	–	–	0.05%	85
2014 Q4	$202K	Buy	2,817 +200	+8%	+$14.8K	0.04%	84
2014 Q3	$213K	Sell	2,617 -246	-9%	-$20.5K	0.06%	74
2014 Q2	$230K	Buy	2,863 +3	+0.1%	+$247	0.06%	82
2014 Q1	$220K	Buy	+2,860	New	+$218K	0.06%	72

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

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

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

BFA

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

Braver Wealth Management's PSX Position: Q3 2016 in Review

Braver Wealth Management sold out of Phillips 66 (PSX) in Q3 2016, closing a stake of 2,817 shares — an estimated $223K sold.

Braver Wealth Management first reported a position in PSX in Q1 2014 and held it in 10 quarters. The position peaked at $274K in Q1 2016. 1,085 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

Braver Wealth Management reported no remaining Phillips 66 position as of Q3 2016 after selling out during the quarter.
Braver Wealth Management sold 2,817 Phillips 66 shares in Q3 2016, an estimated $223K.
Braver Wealth Management first reported a position in Phillips 66 in Q1 2014 and held it in 10 quarters.
Braver Wealth Management's Phillips 66 position peaked at $274K in Q1 2016.
1,085 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.