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Cornerstone Financial Partners’s Phillips 66 PSX Stock Holding History

Cornerstone Financial Partners’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
Q3 		– Sell
-22,152
Closed -$1.83M – 125
2017
Q2 		$1.83M Sell
22,152
-2,037
-8% -$160K 0.72% 40
2017
Q1 		$1.91M Sell
24,189
-144
-0.6% -$11.6K 0.64% 43
2016
Q4 		$2.11M Buy
24,333
+591
+2% +$49.1K 0.67% 39
2016
Q3 		$1.91M Buy
23,742
+1,062
+5% +$82.5K 0.67% 41
2016
Q2 		$1.8M Buy
22,680
+16,961
+297% +$1.39M 0.64% 43
2016
Q1 		$494K Sell
5,719
-4,745
-45% -$386K 0.19% 104
2015
Q4 		$850K Buy
+10,464
New +$903K 0.31% 84

Other funds holding PSX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Financial Partners's PSX Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of Phillips 66 (PSX) in Q3 2017, closing a stake of 22,152 shares — an estimated $1.83M sold.

Cornerstone Financial Partners first reported a position in PSX in Q4 2015 and held it in 7 quarters. The position peaked at $2.11M in Q4 2016. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining Phillips 66 position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 22,152 Phillips 66 shares in Q3 2017, an estimated $1.83M.
  • Cornerstone Financial Partners first reported a position in Phillips 66 in Q4 2015 and held it in 7 quarters.
  • Cornerstone Financial Partners's Phillips 66 position peaked at $2.11M in Q4 2016.
  • 1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.