FHC
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First Heartland Consultants’s Phillips 66 PSX Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-2,416
Closed -$221K – 314
2017
Q3 		$221K Sell
2,416
-86
-3% -$7.29K 0.05% 309
2017
Q2 		$207K Buy
+2,502
New +$196K 0.05% 317

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BlackRock
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Heartland Consultants's PSX Position: Q4 2017 in Review

First Heartland Consultants sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 2,416 shares — an estimated $221K sold.

First Heartland Consultants first reported a position in PSX in Q2 2017 and held it in 2 quarters. The position peaked at $221K in Q3 2017. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • First Heartland Consultants reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • First Heartland Consultants sold 2,416 Phillips 66 shares in Q4 2017, an estimated $221K.
  • First Heartland Consultants first reported a position in Phillips 66 in Q2 2017 and held it in 2 quarters.
  • First Heartland Consultants's Phillips 66 position peaked at $221K in Q3 2017.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.