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FNY Managed Accounts’s Phillips 66 PSX Stock Holding History

FNY Managed Accounts’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
Q1 		$10K Buy
+106
New +$10.3K 0.01% 142
2017
Q2 		– Sell
-1,614
Closed -$127K – 507
2017
Q1 		$127K Buy
+1,614
New +$130K 0.39% 51

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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

FNY Managed Accounts's PSX Position: Q1 2018 in Review

FNY Managed Accounts opened a new position in Phillips 66 (PSX) in Q1 2018: 106 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings. This is a return to the name: FNY Managed Accounts previously reported a position in PSX as recently as Q1 2017.

FNY Managed Accounts first reported a position in PSX in Q1 2017 and has held it in 2 quarters since. The position peaked at $127K in Q1 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • FNY Managed Accounts held 106 shares of Phillips 66 worth $10K as of Q1 2018.
  • Phillips 66 was a new FNY Managed Accounts position in Q1 2018.
  • Phillips 66 made up 0.01% of FNY Managed Accounts's portfolio in Q1 2018, its #142 holding.
  • FNY Managed Accounts first reported a position in Phillips 66 in Q1 2017 and has held it in 2 quarters since.
  • FNY Managed Accounts's Phillips 66 position peaked at $127K in Q1 2017.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.