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Cypress Asset Management’s Phillips 66 PSX Stock Holding History

Cypress Asset 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
Q2 		– Sell
-2,810
Closed -$267K – 145
2019
Q1 		$267K Sell
2,810
-902
-24% -$85.7K 0.09% 134
2018
Q4 		$320K Sell
3,712
-583
-14% -$57K 0.12% 126
2018
Q3 		$484K Sell
4,295
-58
-1% -$6.71K 0.14% 129
2018
Q2 		$489K Buy
4,353
+917
+27% +$103K 0.14% 129
2018
Q1 		$330K Sell
3,436
-771
-18% -$75.1K 0.1% 141
2017
Q4 		$426K Sell
4,207
-888
-17% -$84.4K 0.09% 138
2017
Q3 		$467K Sell
5,095
-122
-2% -$10.3K 0.1% 134
2017
Q2 		$431K Sell
5,217
-1,473
-22% -$116K 0.09% 137
2017
Q1 		$530K Buy
6,690
+684
+11% +$55.1K 0.1% 145
2016
Q4 		$519K Buy
6,006
+256
+4% +$21.3K 0.1% 148
2016
Q3 		$463K Buy
5,750
+426
+8% +$33.1K 0.09% 141
2016
Q2 		$422K Buy
5,324
+376
+8% +$30.7K 0.08% 147
2016
Q1 		$428K Buy
4,948
+110
+2% +$8.94K 0.09% 144
2015
Q4 		$396K Sell
4,838
-249
-5% -$21.5K 0.08% 145
2015
Q3 		$391K Sell
5,087
-507
-9% -$40.3K 0.08% 143
2015
Q2 		$451K Buy
5,594
+99
+2% +$7.87K 0.08% 144
2015
Q1 		$432K Buy
5,495
+1,490
+37% +$109K 0.08% 142
2014
Q4 		$287K Sell
4,005
-603
-13% -$44.5K 0.05% 166
2014
Q3 		$375K Sell
4,608
-412
-8% -$34.3K 0.07% 159
2014
Q2 		$404K Buy
5,020
+685
+16% +$56.4K 0.07% 158
2014
Q1 		$334K Buy
4,335
+1,521
+54% +$116K 0.06% 157
2013
Q4 		$217K Buy
+2,814
New +$188K 0.04% 188

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Cypress Asset Management's PSX Position: Q2 2019 in Review

Cypress Asset Management sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 2,810 shares — an estimated $267K sold.

Cypress Asset Management first reported a position in PSX in Q4 2013 and held it in 22 quarters. The position peaked at $530K in Q1 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Cypress Asset Management reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
  • Cypress Asset Management sold 2,810 Phillips 66 shares in Q2 2019, an estimated $267K.
  • Cypress Asset Management first reported a position in Phillips 66 in Q4 2013 and held it in 22 quarters.
  • Cypress Asset Management's Phillips 66 position peaked at $530K in Q1 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Cypress Asset Management's 13F filing for Q2 2019, filed 13 Aug 2019.