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Edge Advisors’s Phillips 66 PSX Stock Holding History

Edge 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
2018
Q2 		$304K Hold
2,714
– – 0.03% 264
2018
Q1 		$260K Hold
2,714
– – 0.02% 289
2017
Q4 		$274K Hold
2,714
– – 0.03% 275
2017
Q3 		$248K Hold
2,714
– – 0.03% 284
2017
Q2 		$224K Sell
2,714
-287
-10% -$22.5K 0.03% 306
2017
Q1 		$237K Buy
3,001
+499
+20% +$40.2K 0.03% 304
2016
Q4 		$216K Buy
+2,502
New +$208K 0.03% 302

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Edge Advisors's PSX Position: Q2 2018 in Review

Edge Advisors held its Phillips 66 (PSX) position steady in Q2 2018 at 2,714 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #264.

Edge Advisors first reported a position in PSX in Q4 2016 and has held it in 7 quarters since. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Edge Advisors held 2,714 shares of Phillips 66 worth $304K as of Q2 2018.
  • Edge Advisors left its Phillips 66 share count unchanged in Q2 2018.
  • Phillips 66 made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #264 holding.
  • Edge Advisors first reported a position in Phillips 66 in Q4 2016 and has held it in 7 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.