E. Ohman J:or Asset Management’s Phillips 66 PSX Stock Holding History

E. Ohman J:or 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
2017 Q2	–	Sell	-12,800	Closed	-$1.01M	–	562
2017 Q1	$1.01M	Buy	12,800 +2,300	+22%	+$185K	0.12%	142
2016 Q4	$907K	Hold	10,500	–	–	0.13%	137
2016 Q3	$846K	Hold	10,500	–	–	0.13%	130
2016 Q2	$833K	Hold	10,500	–	–	0.14%	123
2016 Q1	$909K	Hold	10,500	–	–	0.16%	109
2015 Q4	$859K	Buy	10,500 +1,000	+11%	+$86.3K	0.15%	116
2015 Q3	$730K	Sell	9,500 -1,900	-17%	-$151K	0.2%	106
2015 Q2	$918K	Hold	11,400	–	–	0.21%	102
2015 Q1	$896K	Hold	11,400	–	–	0.21%	100
2014 Q4	$831K	Sell	11,400 -2,000	-15%	-$148K	0.2%	110
2014 Q3	$1.09M	Hold	13,400	–	–	0.27%	84
2014 Q2	$1.08M	Hold	13,400	–	–	0.26%	81
2014 Q1	$1.03M	Sell	13,400 -1,800	-12%	-$137K	0.26%	83
2013 Q4	$1.14M	Hold	15,200	–	–	0.27%	84
2013 Q3	$879K	Hold	15,200	–	–	0.22%	100
2013 Q2	$895K	Buy	+15,200	New	+$955K	0.25%	86

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

E. Ohman J:or Asset Management's PSX Position: Q2 2017 in Review

E. Ohman J:or Asset Management sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 12,800 shares — an estimated $1.01M sold.

E. Ohman J:or Asset Management first reported a position in PSX in Q2 2013 and held it in 16 quarters. The position peaked at $1.14M in Q4 2013. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

E. Ohman J:or Asset Management reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
E. Ohman J:or Asset Management sold 12,800 Phillips 66 shares in Q2 2017, an estimated $1.01M.
E. Ohman J:or Asset Management first reported a position in Phillips 66 in Q2 2013 and held it in 16 quarters.
E. Ohman J:or Asset Management's Phillips 66 position peaked at $1.14M in Q4 2013.
1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2017, filed 5 Apr 2024.