Hillsdale Investment Management’s Phillips 66 PSX Stock Holding History

Hillsdale 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 Q2	–	Sell	-4,640	Closed	-$442K	–	664
2019 Q1	$442K	Buy	4,640 +470	+11%	+$44.7K	0.04%	344
2018 Q4	$359K	Buy	4,170 +260	+7%	+$25.4K	0.04%	349
2018 Q3	$441K	Buy	+3,910	New	+$452K	0.06%	202
2016 Q1	–	Sell	-4,010	Closed	-$328K	–	539
2015 Q4	$328K	Hold	4,010	–	–	0.12%	237
2015 Q3	$308K	Hold	4,010	–	–	0.1%	198
2015 Q2	$323K	Hold	4,010	–	–	0.1%	217
2015 Q1	$315K	Buy	4,010 +1,000	+33%	+$73.4K	0.08%	279
2014 Q4	$216K	Hold	3,010	–	–	0.06%	318
2014 Q3	$245K	Sell	3,010 -1,200	-29%	-$99.9K	0.08%	254
2014 Q2	$339K	Buy	+4,210	New	+$347K	0.08%	179
2013 Q3	–	Sell	-4,000	Closed	-$236K	–	557
2013 Q2	$236K	Buy	+4,000	New	+$251K	0.08%	260

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

Hillsdale Investment Management's PSX Position: Q2 2019 in Review

Hillsdale Investment Management sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 4,640 shares — an estimated $442K sold.

Hillsdale Investment Management first reported a position in PSX in Q2 2013 and held it in 11 quarters. The position peaked at $442K in Q1 2019. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

Hillsdale Investment Management reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
Hillsdale Investment Management sold 4,640 Phillips 66 shares in Q2 2019, an estimated $442K.
Hillsdale Investment Management first reported a position in Phillips 66 in Q2 2013 and held it in 11 quarters.
Hillsdale Investment Management's Phillips 66 position peaked at $442K in Q1 2019.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Hillsdale Investment Management's 13F filing for Q2 2019, filed 2 Aug 2019.