FEG
PSX icon

Fund Evaluation Group’s Phillips 66 PSX Stock Holding History

Fund Evaluation Group’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
-15,300
Closed -$1.73M – 77
2018
Q3 		$1.73M Sell
15,300
-1,150
-7% -$133K 0.28% 34
2018
Q2 		$1.85M Hold
16,450
– – 0.29% 34
2018
Q1 		$1.58M Hold
16,450
– – 0.18% 46
2017
Q4 		$1.66M Buy
+16,450
New +$1.56M 0.18% 43

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fund Evaluation Group's PSX Position: Q4 2018 in Review

Fund Evaluation Group sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 15,300 shares — an estimated $1.73M sold.

Fund Evaluation Group first reported a position in PSX in Q4 2017 and held it in 4 quarters. The position peaked at $1.85M in Q2 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Fund Evaluation Group reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 15,300 Phillips 66 shares in Q4 2018, an estimated $1.73M.
  • Fund Evaluation Group first reported a position in Phillips 66 in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Phillips 66 position peaked at $1.85M in Q2 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.