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Clear Perspective Advisors’s Phillips 66 PSX Stock Holding History

Clear Perspective 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
Q3 		– Sell
-267
Closed -$30K – 368
2018
Q2 		$30K Buy
267
+240
+889% +$27K 0.02% 285
2018
Q1 		$3K Hold
27
– – ﹤0.01% 440
2017
Q4 		$3K Hold
27
– – ﹤0.01% 418
2017
Q3 		$2K Sell
27
-50
-65% -$4.24K ﹤0.01% 438
2017
Q2 		$6K Hold
77
– – 0.01% 385
2017
Q1 		$6K Hold
77
– – ﹤0.01% 345
2016
Q4 		$7K Buy
+77
New +$6.4K ﹤0.01% 334

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspective Advisors's PSX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 267 shares — an estimated $30K sold.

Clear Perspective Advisors first reported a position in PSX in Q4 2016 and held it in 7 quarters. The position peaked at $30K in Q2 2018. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 267 Phillips 66 shares in Q3 2018, an estimated $30K.
  • Clear Perspective Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Phillips 66 position peaked at $30K in Q2 2018.
  • 1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.