Cypress Wealth Advisors’s Phillips 66 PSX Stock Holding History

Cypress Wealth 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
2017 Q1	–	Sell	-2,547	Closed	-$220K	–	220
2016 Q4	$220K	Buy	+2,547	New	+$212K	0.1%	185

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's PSX Position: Q1 2017 in Review

Cypress Wealth Advisors sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 2,547 shares — an estimated $220K sold.

Cypress Wealth Advisors first reported a position in PSX in Q4 2016 and held it in 1 quarter. The position peaked at $220K in Q4 2016. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

Cypress Wealth Advisors reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 2,547 Phillips 66 shares in Q1 2017, an estimated $220K.
Cypress Wealth Advisors first reported a position in Phillips 66 in Q4 2016 and held it in 1 quarter.
Cypress Wealth Advisors's Phillips 66 position peaked at $220K in Q4 2016.
1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Cypress Wealth Advisors's 13F filing for Q1 2017, filed 16 May 2017.