Gerber Kawasaki Wealth & Investment Management’s Phillips 66 PSX Stock Holding History

Gerber Kawasaki Wealth & 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
2017 Q1	–	Sell	-3,526	Closed	-$304K	–	122
2016 Q4	$304K	Sell	3,526 -5,810	-62%	-$483K	0.16%	79
2016 Q3	$752K	Sell	9,336 -4,180	-31%	-$325K	0.44%	46
2016 Q2	$1.07M	Buy	13,516 +5,485	+68%	+$448K	0.68%	35
2016 Q1	$695K	Buy	8,031 +3,600	+81%	+$293K	0.48%	44
2015 Q4	$362K	Buy	+4,431	New	+$382K	0.25%	59

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PSX Position: Q1 2017 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 3,526 shares — an estimated $304K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PSX in Q4 2015 and held it in 5 quarters. The position peaked at $1.07M in Q2 2016. 1,115 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

Gerber Kawasaki Wealth & Investment Management reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,526 Phillips 66 shares in Q1 2017, an estimated $304K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Phillips 66 in Q4 2015 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's Phillips 66 position peaked at $1.07M in Q2 2016.
1,115 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2017, filed 5 May 2017.