Bristlecone Advisors’s Phillips 66 PSX Stock Holding History

Bristlecone 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
2017 Q4	–	Sell	-793	Closed	-$73K	–	240
2017 Q3	$73K	Buy	+793	New	+$67.2K	0.02%	186

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bristlecone Advisors's PSX Position: Q4 2017 in Review

Bristlecone Advisors sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 793 shares — an estimated $73K sold.

Bristlecone Advisors first reported a position in PSX in Q3 2017 and held it in 1 quarter. The position peaked at $73K in Q3 2017. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

Bristlecone Advisors reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
Bristlecone Advisors sold 793 Phillips 66 shares in Q4 2017, an estimated $73K.
Bristlecone Advisors first reported a position in Phillips 66 in Q3 2017 and held it in 1 quarter.
Bristlecone Advisors's Phillips 66 position peaked at $73K in Q3 2017.
1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.