Iron Gate Global Advisors’s Phillips 66 PSX Stock Holding History

Iron Gate Global Advisors’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 Q4	–	Sell	-300	Closed	-$34K	–	189
2018 Q3	$34K	Buy	+300	New	+$34.7K	0.02%	127

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Gate Global Advisors's PSX Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 300 shares — an estimated $34K sold.

Iron Gate Global Advisors first reported a position in PSX in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Iron Gate Global Advisors reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 300 Phillips 66 shares in Q4 2018, an estimated $34K.
Iron Gate Global Advisors first reported a position in Phillips 66 in Q3 2018 and held it in 1 quarter.
Iron Gate Global Advisors's Phillips 66 position peaked at $34K in Q3 2018.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.