IIC
PSX icon

Integrated Investment Consultants’s Phillips 66 PSX Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-467
Closed -$45K – 563
2018
Q1 		$45K Buy
+467
New +$45.5K 0.02% 446
2017
Q3 		$23K Hold
252
– – 0.01% 450
2017
Q2 		$21K Hold
252
– – 0.01% 464
2017
Q1 		$20K Hold
252
– – 0.01% 461
2016
Q4 		$22K Buy
+252
New +$20.9K 0.01% 447

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Investment Consultants's PSX Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 467 shares — an estimated $45K sold.

Integrated Investment Consultants first reported a position in PSX in Q4 2016 and held it in 5 quarters. The position peaked at $45K in Q1 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 467 Phillips 66 shares in Q2 2018, an estimated $45K.
  • Integrated Investment Consultants first reported a position in Phillips 66 in Q4 2016 and held it in 5 quarters.
  • Integrated Investment Consultants's Phillips 66 position peaked at $45K in Q1 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.