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Foresters Investment Management’s Phillips 66 PSX Stock Holding History

Foresters Investment 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
2019
Q1 		– Sell
-25,250
Closed -$2.17M – 338
2018
Q4 		$2.17M Sell
25,250
-116,894
-82% -$11.4M 0.04% 314
2018
Q3 		$16M Sell
142,144
-40,600
-22% -$4.69M 0.25% 130
2018
Q2 		$20.5M Hold
182,744
– – 0.35% 103
2018
Q1 		$17.5M Buy
182,744
+900
+0.5% +$87.6K 0.29% 128
2017
Q4 		$18.4M Sell
181,844
-1,100
-0.6% -$105K 0.29% 129
2017
Q3 		$16.8M Hold
182,944
– – 0.27% 141
2017
Q2 		$15.1M Buy
182,944
+50
+0% +$3.92K 0.25% 142
2017
Q1 		$14.5M Hold
182,894
– – 0.25% 144
2016
Q4 		$16M Buy
182,894
+300
+0.2% +$24.9K 0.29% 130
2016
Q3 		$14.7M Buy
182,594
+100
+0.1% +$7.77K 0.27% 126
2016
Q2 		$14.5M Buy
182,494
+2,394
+1% +$196K 0.28% 121
2016
Q1 		$15.6M Hold
180,100
– – 0.32% 114
2015
Q4 		$14.7M Buy
180,100
+3,200
+2% +$276K 0.3% 120
2015
Q3 		$13.6M Hold
176,900
– – 0.29% 123
2015
Q2 		$14.3M Hold
176,900
– – 0.27% 128
2015
Q1 		$13.9M Buy
176,900
+150
+0.1% +$11K 0.27% 132
2014
Q4 		$12.7M Hold
176,750
– – 0.25% 135
2014
Q3 		$14.4M Hold
176,750
– – 0.3% 118
2014
Q2 		$14.2M Buy
176,750
+1,000
+0.6% +$82.4K 0.29% 128
2014
Q1 		$13.5M Buy
175,750
+700
+0.4% +$53.3K 0.29% 126
2013
Q4 		$13.5M Sell
175,050
-3,300
-2% -$220K 0.29% 123
2013
Q3 		$10.3M Hold
178,350
– – 0.25% 136
2013
Q2 		$10.5M Buy
+178,350
New +$11.2M 0.32% 112

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's PSX Position: Q1 2019 in Review

Foresters Investment Management sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 25,250 shares — an estimated $2.17M sold.

Foresters Investment Management first reported a position in PSX in Q2 2013 and held it in 23 quarters. The position peaked at $20.5M in Q2 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

  • Foresters Investment Management reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 25,250 Phillips 66 shares in Q1 2019, an estimated $2.17M.
  • Foresters Investment Management first reported a position in Phillips 66 in Q2 2013 and held it in 23 quarters.
  • Foresters Investment Management's Phillips 66 position peaked at $20.5M in Q2 2018.
  • 1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.