Brightworth’s Phillips 66 PSX Stock Holding History

Brightworth’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 Q2	–	Sell	-4,987	Closed	-$478K	–	120
2018 Q1	$478K	Buy	4,987 +34	+0.7%	+$3.31K	0.11%	68
2017 Q4	$501K	Buy	4,953 +177	+4%	+$16.8K	0.11%	68
2017 Q3	$438K	Buy	+4,776	New	+$405K	0.11%	73

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brightworth's PSX Position: Q2 2018 in Review

Brightworth sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 4,987 shares — an estimated $478K sold.

Brightworth first reported a position in PSX in Q3 2017 and held it in 3 quarters. The position peaked at $501K in Q4 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

Brightworth reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
Brightworth sold 4,987 Phillips 66 shares in Q2 2018, an estimated $478K.
Brightworth first reported a position in Phillips 66 in Q3 2017 and held it in 3 quarters.
Brightworth's Phillips 66 position peaked at $501K in Q4 2017.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Brightworth's 13F filing for Q2 2018, filed 3 Aug 2018.