Gideon Capital Advisors’s Phillips 66 PSX Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-2,964	Closed	-$282K	–	401
2019 Q1	$282K	Buy	+2,964	New	+$282K	0.1%	286

Other funds holding PSX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Gideon Capital Advisors's PSX Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 2,964 shares — an estimated $282K sold.

Gideon Capital Advisors first reported a position in PSX in Q1 2019 and held it in 1 quarter. The position peaked at $282K in Q1 2019. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

Gideon Capital Advisors reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,964 Phillips 66 shares in Q2 2019, an estimated $282K.
Gideon Capital Advisors first reported a position in Phillips 66 in Q1 2019 and held it in 1 quarter.
Gideon Capital Advisors's Phillips 66 position peaked at $282K in Q1 2019.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.