FCG Advisors’s Phillips 66 PSX Stock Holding History

FCG 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
2016 Q3	–	Sell	-3,276	Closed	-$260K	–	130
2016 Q2	$260K	Buy	+3,276	New	+$268K	0.08%	109

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FCG Advisors's PSX Position: Q3 2016 in Review

FCG Advisors sold out of Phillips 66 (PSX) in Q3 2016, closing a stake of 3,276 shares — an estimated $260K sold.

FCG Advisors first reported a position in PSX in Q2 2016 and held it in 1 quarter. The position peaked at $260K in Q2 2016. 1,085 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

FCG Advisors reported no remaining Phillips 66 position as of Q3 2016 after selling out during the quarter.
FCG Advisors sold 3,276 Phillips 66 shares in Q3 2016, an estimated $260K.
FCG Advisors first reported a position in Phillips 66 in Q2 2016 and held it in 1 quarter.
FCG Advisors's Phillips 66 position peaked at $260K in Q2 2016.
1,085 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on FCG Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.