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Girard Securities’s Phillips 66 PSX Stock Holding History

Girard Securities’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
Q4 		– Sell
-2,541
Closed -$233K – 90
2017
Q3 		$233K Sell
2,541
-758
-23% -$64.2K 0.21% 107
2017
Q2 		$273K Buy
3,299
+356
+12% +$27.9K 0.2% 122
2017
Q1 		$233K Sell
2,943
-293
-9% -$23.6K 0.2% 132
2016
Q4 		$280K Buy
3,236
+593
+22% +$49.3K 0.24% 118
2016
Q3 		$213K Sell
2,643
-985
-27% -$76.6K 0.22% 133
2016
Q2 		$287K Sell
3,628
-146
-4% -$11.9K 0.26% 111
2016
Q1 		$328K Buy
3,774
+232
+7% +$18.9K 0.32% 96
2015
Q4 		$289K Buy
+3,542
New +$306K 0.29% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Girard Securities's PSX Position: Q4 2017 in Review

Girard Securities sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 2,541 shares — an estimated $233K sold.

Girard Securities first reported a position in PSX in Q4 2015 and held it in 8 quarters. The position peaked at $328K in Q1 2016. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • Girard Securities reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 2,541 Phillips 66 shares in Q4 2017, an estimated $233K.
  • Girard Securities first reported a position in Phillips 66 in Q4 2015 and held it in 8 quarters.
  • Girard Securities's Phillips 66 position peaked at $328K in Q1 2016.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.