Exchange Capital Management’s Phillips 66 PSX Stock Holding History

Exchange 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 Q4	–	Sell	-500	Closed	-$56K	–	229
2018 Q3	$56K	Buy	+500	New	+$57.8K	0.02%	158
2018 Q2	–	Sell	-50	Closed	-$5K	–	265
2018 Q1	$5K	Buy	+50	New	+$4.87K	﹤0.01%	217
2017 Q2	–	Sell	-125	Closed	-$10K	–	244
2017 Q1	$10K	Hold	125	–	–	﹤0.01%	169
2016 Q4	$11K	Hold	125	–	–	﹤0.01%	149
2016 Q3	$10K	Hold	125	–	–	﹤0.01%	172
2016 Q2	$10K	Buy	+125	New	+$10.2K	﹤0.01%	170
2015 Q1	–	Sell	-145	Closed	-$10K	–	265
2014 Q4	$10K	Buy	145 +20	+16%	+$1.48K	﹤0.01%	170
2014 Q3	$10K	Hold	125	–	–	﹤0.01%	171
2014 Q2	$10K	Hold	125	–	–	﹤0.01%	167
2014 Q1	$10K	Buy	+125	New	+$9.52K	﹤0.01%	179
2013 Q4	–	Sell	-40	Closed	-$2K	–	246
2013 Q3	$2K	Buy	+40	New	+$2.32K	﹤0.01%	202

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Exchange Capital Management's PSX Position: Q4 2018 in Review

Exchange Capital Management sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 500 shares — an estimated $56K sold.

Exchange Capital Management first reported a position in PSX in Q3 2013 and held it in 11 quarters. The position peaked at $56K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Exchange Capital Management reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 500 Phillips 66 shares in Q4 2018, an estimated $56K.
Exchange Capital Management first reported a position in Phillips 66 in Q3 2013 and held it in 11 quarters.
Exchange Capital Management's Phillips 66 position peaked at $56K in Q3 2018.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.