Jolley Asset Management’s Phillips 66 PSX Stock Holding History

Jolley Asset Management’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	-744	Closed	-$84K	–	136
2018 Q2	$84K	Sell	744 -25	-3%	-$2.81K	0.06%	95
2018 Q1	$74K	Buy	769 +25	+3%	+$2.43K	0.04%	99
2017 Q4	$75K	Hold	744	–	–	0.05%	97
2017 Q3	$68K	Buy	744 +57	+8%	+$4.83K	0.05%	96
2017 Q2	$57K	Hold	687	–	–	0.04%	102
2017 Q1	$54K	Hold	687	–	–	0.04%	100
2016 Q4	$59K	Hold	687	–	–	0.04%	99
2016 Q3	$55K	Hold	687	–	–	0.04%	100
2016 Q2	$55K	Buy	687 +150	+28%	+$12.3K	0.04%	100
2016 Q1	$46K	Buy	+537	New	+$43.6K	0.04%	91

Other funds holding PSX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jolley Asset Management's PSX Position: Q3 2018 in Review

Jolley Asset Management sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 744 shares — an estimated $84K sold.

Jolley Asset Management first reported a position in PSX in Q1 2016 and held it in 10 quarters. The position peaked at $84K in Q2 2018. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

Jolley Asset Management reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 744 Phillips 66 shares in Q3 2018, an estimated $84K.
Jolley Asset Management first reported a position in Phillips 66 in Q1 2016 and held it in 10 quarters.
Jolley Asset Management's Phillips 66 position peaked at $84K in Q2 2018.
1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.