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Edgemoor Investment Advisors’s Phillips 66 PSX Stock Holding History

Edgemoor Investment 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
Q4 		– Sell
-2,180
Closed -$246K – 136
2018
Q3 		$246K Hold
2,180
– – 0.03% 122
2018
Q2 		$245K Hold
2,180
– – 0.03% 120
2018
Q1 		$209K Sell
2,180
-80
-4% -$7.79K 0.03% 137
2017
Q4 		$234K Sell
2,260
-384
-15% -$36.5K 0.03% 130
2017
Q3 		$242K Sell
2,644
-120
-4% -$10.2K 0.03% 127
2017
Q2 		$229K Buy
+2,764
New +$217K 0.03% 127
2016
Q1 		– Sell
-2,679
Closed -$219K – 133
2015
Q4 		$219K Sell
2,679
-165
-6% -$14.2K 0.03% 128
2015
Q3 		$219K Buy
+2,844
New +$226K 0.03% 133
2015
Q1 		– Sell
-2,816
Closed -$202K – 140
2014
Q4 		$202K Buy
2,816
+150
+6% +$11.1K 0.03% 132
2014
Q3 		$217K Hold
2,666
– – 0.03% 129
2014
Q2 		$214K Buy
2,666
+12
+0.5% +$988 0.03% 131
2014
Q1 		$205K Sell
2,654
-187
-7% -$14.2K 0.03% 124
2013
Q4 		$219K Buy
+2,841
New +$190K 0.03% 123
2013
Q3 		– Sell
-3,930
Closed -$232K – 131
2013
Q2 		$232K Buy
+3,930
New +$247K 0.04% 128

Other funds holding PSX

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgemoor Investment Advisors's PSX Position: Q4 2018 in Review

Edgemoor Investment Advisors sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 2,180 shares — an estimated $246K sold.

Edgemoor Investment Advisors first reported a position in PSX in Q2 2013 and held it in 14 quarters. The position peaked at $246K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Edgemoor Investment Advisors reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 2,180 Phillips 66 shares in Q4 2018, an estimated $246K.
  • Edgemoor Investment Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 14 quarters.
  • Edgemoor Investment Advisors's Phillips 66 position peaked at $246K in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.