Delpha Capital Management’s Phillips 66 PSX Stock Holding History

Delpha Capital 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
2018 Q1	–	Sell	-475	Closed	-$48K	–	949
2017 Q4	$48K	Buy	+475	New	+$45.2K	0.05%	326

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Delpha Capital Management's PSX Position: Q1 2018 in Review

Delpha Capital Management sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 475 shares — an estimated $48K sold.

Delpha Capital Management first reported a position in PSX in Q4 2017 and held it in 1 quarter. The position peaked at $48K in Q4 2017. 1,283 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

Delpha Capital Management reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
Delpha Capital Management sold 475 Phillips 66 shares in Q1 2018, an estimated $48K.
Delpha Capital Management first reported a position in Phillips 66 in Q4 2017 and held it in 1 quarter.
Delpha Capital Management's Phillips 66 position peaked at $48K in Q4 2017.
1,283 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.