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Investment Centers of America’s Phillips 66 PSX Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-11,300
Closed -$1.04M – 372
2017
Q3 		$1.04M Sell
11,300
-12,943
-53% -$1.1M 0.08% 218
2017
Q2 		$2M Sell
24,243
-3,153
-12% -$248K 0.15% 141
2017
Q1 		$2.17M Buy
27,396
+9,409
+52% +$758K 0.17% 128
2016
Q4 		$1.54M Buy
17,987
+3,682
+26% +$306K 0.13% 154
2016
Q3 		$1.15M Buy
14,305
+5,588
+64% +$434K 0.12% 166
2016
Q2 		$691K Sell
8,717
-2,400
-22% -$196K 0.08% 227
2016
Q1 		$955K Buy
11,117
+3,252
+41% +$264K 0.11% 187
2015
Q4 		$633K Sell
7,865
-80
-1% -$6.9K 0.08% 221
2015
Q3 		$614K Buy
7,945
+259
+3% +$20.6K 0.09% 209
2015
Q2 		$613K Sell
7,686
-1,776
-19% -$141K 0.09% 214
2015
Q1 		$746K Sell
9,462
-1,314
-12% -$96.4K 0.11% 188
2014
Q4 		$778K Sell
10,776
-2,296
-18% -$169K 0.17% 144
2014
Q3 		$1.05M Buy
13,072
+5,900
+82% +$491K 0.19% 126
2014
Q2 		$572K Sell
7,172
-12,846
-64% -$1.06M 0.13% 167
2014
Q1 		$1.17M Buy
20,018
+4,784
+31% +$364K 0.24% 113
2013
Q4 		$895K Sell
15,234
-4,784
-24% -$319K 0.43% 64
2013
Q3 		$1.17M Buy
20,018
+3,006
+18% +$174K 0.24% 114
2013
Q2 		$1M Buy
+17,012
New +$1.07M 0.28% 106

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
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

Investment Centers of America's PSX Position: Q4 2017 in Review

Investment Centers of America sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 11,300 shares — an estimated $1.04M sold.

Investment Centers of America first reported a position in PSX in Q2 2013 and held it in 18 quarters. The position peaked at $2.17M in Q1 2017. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • Investment Centers of America reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 11,300 Phillips 66 shares in Q4 2017, an estimated $1.04M.
  • Investment Centers of America first reported a position in Phillips 66 in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's Phillips 66 position peaked at $2.17M in Q1 2017.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.