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IFC Holdings’s Phillips 66 PSX Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-12,006
Closed -$1.21M – 327
2017
Q4 		$1.21M Sell
12,006
-692
-5% -$65.8K 0.08% 168
2017
Q3 		$1.16M Sell
12,698
-159
-1% -$13.5K 0.08% 171
2017
Q2 		$1.06M Sell
12,857
-213
-2% -$16.7K 0.08% 172
2017
Q1 		$1.03M Buy
13,070
+317
+2% +$25.5K 0.09% 149
2016
Q4 		$1.1M Buy
12,753
+704
+6% +$58.5K 0.11% 133
2016
Q3 		$969K Buy
12,049
+7,437
+161% +$578K 0.1% 142
2016
Q2 		$367K Buy
4,612
+276
+6% +$22.5K 0.04% 259
2016
Q1 		$373K Buy
4,336
+308
+8% +$25K 0.05% 246
2015
Q4 		$326K Sell
4,028
-50
-1% -$4.32K 0.04% 259
2015
Q3 		$320K Sell
4,078
-86
-2% -$6.83K 0.05% 253
2015
Q2 		$332K Buy
4,164
+277
+7% +$22K 0.05% 271
2015
Q1 		$302K Sell
3,887
-88
-2% -$6.46K 0.05% 279
2014
Q4 		$291K Buy
3,975
+1,401
+54% +$103K 0.05% 276
2014
Q3 		$209K Buy
+2,574
New +$214K 0.04% 323
2014
Q1 		– Sell
-3,388
Closed -$256K – 344
2013
Q4 		$256K Sell
3,388
-2,515
-43% -$168K 0.05% 271
2013
Q3 		$348K Buy
5,903
+2,452
+71% +$142K 0.08% 236
2013
Q2 		$206K Buy
+3,451
New +$217K 0.05% 309

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IFC Holdings's PSX Position: Q1 2018 in Review

IFC Holdings sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 12,006 shares — an estimated $1.21M sold.

IFC Holdings first reported a position in PSX in Q2 2013 and held it in 17 quarters. The position peaked at $1.21M in Q4 2017. 1,283 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • IFC Holdings reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 12,006 Phillips 66 shares in Q1 2018, an estimated $1.21M.
  • IFC Holdings first reported a position in Phillips 66 in Q2 2013 and held it in 17 quarters.
  • IFC Holdings's Phillips 66 position peaked at $1.21M in Q4 2017.
  • 1,283 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.