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iAB Financial Bank’s Phillips 66 PSX Stock Holding History

iAB Financial Bank’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
Q2 		$907K Buy
10,966
+540
+5% +$42.4K 0.44% 53
2017
Q1 		$826K Buy
10,426
+1,466
+16% +$118K 0.42% 54
2016
Q4 		$774K Buy
8,960
+475
+6% +$39.5K 0.44% 54
2016
Q3 		$683K Buy
8,485
+585
+7% +$45.5K 0.4% 56
2016
Q2 		$627K Buy
7,900
+250
+3% +$20.4K 0.4% 58
2016
Q1 		$662K Hold
7,650
– – 0.45% 50
2015
Q4 		$626K Sell
7,650
-600
-7% -$51.8K 0.46% 53
2015
Q3 		$634K Sell
8,250
-650
-7% -$51.7K 0.48% 49
2015
Q2 		$717K Buy
8,900
+925
+12% +$73.5K 0.49% 47
2015
Q1 		$627K Buy
7,975
+2,075
+35% +$152K 0.43% 52
2014
Q4 		$423K Buy
5,900
+100
+2% +$7.38K 0.36% 60
2014
Q3 		$472K Sell
5,800
-250
-4% -$20.8K 0.42% 53
2014
Q2 		$487K Sell
6,050
-100
-2% -$8.24K 0.42% 54
2014
Q1 		$474K Sell
6,150
-1,500
-20% -$114K 0.42% 54
2013
Q4 		$590K Hold
7,650
– – 0.51% 49
2013
Q3 		$442K Buy
7,650
+1,725
+29% +$100K 0.43% 54
2013
Q2 		$349K Buy
+5,925
New +$372K 0.35% 61

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

iAB Financial Bank's PSX Position: Q2 2017 in Review

iAB Financial Bank increased its Phillips 66 (PSX) stake by 5.2% in Q2 2017, buying an estimated $42.4K and bringing the position to 10,966 shares worth $907K. The position accounts for 0.44% of the portfolio, ranked #53.

iAB Financial Bank first reported a position in PSX in Q2 2013 and has held it in 17 quarters since. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • iAB Financial Bank held 10,966 shares of Phillips 66 worth $907K as of Q2 2017.
  • iAB Financial Bank bought 540 Phillips 66 shares in Q2 2017, an estimated $42.4K.
  • Phillips 66 made up 0.44% of iAB Financial Bank's portfolio in Q2 2017, its #53 holding.
  • iAB Financial Bank first reported a position in Phillips 66 in Q2 2013 and has held it in 17 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.