Clarfeld Financial Advisors’s Phillips 66 PSX Stock Holding History

Clarfeld Financial 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
2018 Q4	$13K	Buy	+150	New	+$14.7K	0.01%	201

Other funds holding PSX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's PSX Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Phillips 66 (PSX) in Q4 2018: 150 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings.

1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Clarfeld Financial Advisors held 150 shares of Phillips 66 worth $13K as of Q4 2018.
Phillips 66 was a new Clarfeld Financial Advisors position in Q4 2018.
Phillips 66 made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #201 holding.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.