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Kaizen Advisory’s Phillips 66 PSX Stock Holding History

Kaizen Advisory’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 		$101K Buy
1,172
+168
+17% +$16.4K 0.07% 220
2018
Q3 		$113K Hold
1,004
– – 0.06% 214
2018
Q2 		$113K Buy
1,004
+593
+144% +$66.7K 0.06% 211
2018
Q1 		$39K Hold
411
– – 0.04% 228
2017
Q4 		$42K Buy
+411
New +$39.1K 0.03% 214

Other funds holding PSX

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's PSX Position: Q4 2018 in Review

Kaizen Advisory increased its Phillips 66 (PSX) stake by 17% in Q4 2018, buying an estimated $16.4K and bringing the position to 1,172 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #220.

Kaizen Advisory first reported a position in PSX in Q4 2017 and has held it in 5 quarters since. The position peaked at $113K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Kaizen Advisory held 1,172 shares of Phillips 66 worth $101K as of Q4 2018.
  • Kaizen Advisory bought 168 Phillips 66 shares in Q4 2018, an estimated $16.4K.
  • Phillips 66 made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #220 holding.
  • Kaizen Advisory first reported a position in Phillips 66 in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Phillips 66 position peaked at $113K in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.