Catamount Wealth Management’s Phillips 66 PSX Stock Holding History

Catamount 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
2019 Q1	$37K	Hold	393	–	–	0.02%	96
2018 Q4	$37K	Sell	393 -27	-6%	-$2.64K	0.03%	79
2018 Q3	$47K	Hold	420	–	–	0.02%	84
2018 Q2	$51K	Hold	420	–	–	0.02%	79
2018 Q1	$40K	Hold	420	–	–	0.02%	83
2017 Q4	$42K	Hold	420	–	–	0.02%	85
2017 Q3	$38K	Sell	420 -1,000	-70%	-$84.7K	0.02%	89
2017 Q2	$117K	Hold	1,420	–	–	0.07%	52
2017 Q1	$112K	Hold	1,420	–	–	0.08%	52
2016 Q4	$123K	Buy	1,420 +500	+54%	+$41.6K	0.1%	46
2016 Q3	$74K	Hold	920	–	–	0.06%	54
2016 Q2	$73K	Buy	920 +500	+119%	+$40.8K	0.08%	39
2016 Q1	$36K	Hold	420	–	–	0.04%	57
2015 Q4	$34K	Sell	420 -34	-7%	-$2.93K	0.03%	59
2015 Q3	$35K	Hold	454	–	–	0.04%	56
2015 Q2	$37K	Hold	454	–	–	0.03%	75
2015 Q1	$36K	Hold	454	–	–	0.03%	66
2014 Q4	$33K	Buy	+454	New	+$33.5K	0.03%	56

Other funds holding PSX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catamount Wealth Management's PSX Position: Q1 2019 in Review

Catamount Wealth Management held its Phillips 66 (PSX) position steady in Q1 2019 at 393 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #96.

Catamount Wealth Management first reported a position in PSX in Q4 2014 and has held it in 18 quarters since. The position peaked at $123K in Q4 2016. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Catamount Wealth Management held 393 shares of Phillips 66 worth $37K as of Q1 2019.
Catamount Wealth Management left its Phillips 66 share count unchanged in Q1 2019.
Phillips 66 made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #96 holding.
Catamount Wealth Management first reported a position in Phillips 66 in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's Phillips 66 position peaked at $123K in Q4 2016.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.