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INR Advisory Services’s Phillips 66 PSX Stock Holding History

INR Advisory Services’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
Q3 		– Sell
-28
Closed -$3K – 88
2018
Q2 		$3K Buy
+28
New +$3.15K ﹤0.01% 70
2014
Q2 		– Sell
-5
Closed – – 50
2014
Q1 		$0 Hold
5
– – ﹤0.01% 59
2013
Q4 		$0 Hold
5
– – ﹤0.01% 59
2013
Q3 		$0 Hold
5
– – ﹤0.01% 50
2013
Q2 		$0 Buy
+5
New +$314 ﹤0.01% 51

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

INR Advisory Services's PSX Position: Q3 2018 in Review

INR Advisory Services sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 28 shares — an estimated $3K sold.

INR Advisory Services first reported a position in PSX in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2018. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • INR Advisory Services reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
  • INR Advisory Services sold 28 Phillips 66 shares in Q3 2018, an estimated $3K.
  • INR Advisory Services first reported a position in Phillips 66 in Q2 2013 and held it in 5 quarters.
  • INR Advisory Services's Phillips 66 position peaked at $3K in Q2 2018.
  • 1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.