Delphi Private Advisors’s Phillips 66 PSX Stock Holding History

Delphi Private 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
2019 Q2	$26K	Hold	283	–	–	0.13%	24
2019 Q1	$27K	Sell	283 -1,356	-83%	-$129K	0.14%	15
2018 Q4	$141K	Hold	1,639	–	–	0.78%	7
2018 Q3	$185K	Hold	1,639	–	–	0.63%	13
2018 Q2	$184K	Hold	1,639	–	–	0.61%	14
2018 Q1	$157K	Hold	1,639	–	–	0.62%	15
2017 Q4	$166K	Hold	1,639	–	–	0.41%	23
2017 Q3	$150K	Hold	1,639	–	–	0.44%	15
2017 Q2	$136K	Hold	1,639	–	–	0.27%	16
2017 Q1	$130K	Sell	1,639 -45	-3%	-$3.63K	0.24%	15
2016 Q4	$146K	Sell	1,684 -19	-1%	-$1.58K	0.26%	16
2016 Q3	$137K	Sell	1,703 -78	-4%	-$6.06K	0.24%	17
2016 Q2	$141K	Buy	1,781 +18	+1%	+$1.47K	0.26%	18
2016 Q1	$153K	Sell	1,763 -20	-1%	-$1.63K	0.27%	15
2015 Q4	$146K	Buy	+1,783	New	+$154K	0.25%	20

Other funds holding PSX

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Delphi Private Advisors's PSX Position: Q2 2019 in Review

Delphi Private Advisors held its Phillips 66 (PSX) position steady in Q2 2019 at 283 shares worth $26K. The position accounts for 0.13% of the portfolio, ranked #24.

Delphi Private Advisors first reported a position in PSX in Q4 2015 and has held it in 15 quarters since. The position peaked at $185K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

Delphi Private Advisors held 283 shares of Phillips 66 worth $26K as of Q2 2019.
Delphi Private Advisors left its Phillips 66 share count unchanged in Q2 2019.
Phillips 66 made up 0.13% of Delphi Private Advisors's portfolio in Q2 2019, its #24 holding.
Delphi Private Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 15 quarters since.
Delphi Private Advisors's Phillips 66 position peaked at $185K in Q3 2018.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.