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Independent Portfolio Consultants’s Phillips 66 PSX Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-100
Closed -$9K – 887
2016
Q4 		$9K Buy
+100
New +$8.31K ﹤0.01% 711
2015
Q3 		– Sell
-625
Closed -$50K – 852
2015
Q2 		$50K Sell
625
-607
-49% -$48.2K 0.01% 624
2015
Q1 		$97K Sell
1,232
-193
-14% -$14.2K 0.02% 486
2014
Q4 		$102K Buy
+1,425
New +$105K 0.02% 500

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's PSX Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 100 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in PSX in Q4 2014 and held it in 4 quarters. The position peaked at $102K in Q4 2014. 1,115 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 100 Phillips 66 shares in Q1 2017, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in Phillips 66 in Q4 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Phillips 66 position peaked at $102K in Q4 2014.
  • 1,115 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.