CG
PSX icon

Clinton Group’s Phillips 66 PSX Stock Holding History

Clinton Group’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
-7,270
Closed -$816K – 346
2018
Q2 		$816K Buy
+7,270
New +$817K 0.13% 218
2017
Q3 		– Sell
-7,738
Closed -$640K – 563
2017
Q2 		$640K Buy
+7,738
New +$607K 0.07% 348
2016
Q4 		– Sell
-53,215
Closed -$4.29M – 964
2016
Q3 		$4.29M Buy
+53,215
New +$4.14M 0.2% 148
2016
Q2 		– Sell
-9,809
Closed -$849K – 1014
2016
Q1 		$849K Sell
9,809
-14,093
-59% -$1.15M 0.05% 465
2015
Q4 		$1.96M Buy
+23,902
New +$2.06M 0.16% 202
2014
Q4 		– Sell
-11,043
Closed -$898K – 551
2014
Q3 		$898K Buy
11,043
+6,110
+124% +$509K 0.36% 72
2014
Q2 		$397K Buy
+4,933
New +$406K 0.2% 189
2013
Q3 		– Sell
-7,198
Closed -$424K – 400
2013
Q2 		$424K Buy
+7,198
New +$452K 0.14% 158

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

Clinton Group's PSX Position: Q3 2018 in Review

Clinton Group sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 7,270 shares — an estimated $816K sold.

Clinton Group first reported a position in PSX in Q2 2013 and held it in 8 quarters. The position peaked at $4.29M in Q3 2016. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • Clinton Group reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
  • Clinton Group sold 7,270 Phillips 66 shares in Q3 2018, an estimated $816K.
  • Clinton Group first reported a position in Phillips 66 in Q2 2013 and held it in 8 quarters.
  • Clinton Group's Phillips 66 position peaked at $4.29M in Q3 2016.
  • 1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.