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Kelman-Lazarov Inc’s Phillips 66 PSX Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-146
Closed -$12.6K – 212
2016
Q4 		$12.6K Sell
146
-300
-67% -$24.9K 0.01% 244
2016
Q3 		$35.6K Hold
446
– – 0.02% 202
2016
Q2 		$35.6K Hold
446
– – 0.02% 190
2016
Q1 		$38K Buy
+446
New +$36.2K 0.02% 201

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelman-Lazarov Inc's PSX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 146 shares — an estimated $12.6K sold.

Kelman-Lazarov Inc first reported a position in PSX in Q1 2016 and held it in 4 quarters. The position peaked at $38K in Q1 2016. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 146 Phillips 66 shares in Q1 2017, an estimated $12.6K.
  • Kelman-Lazarov Inc first reported a position in Phillips 66 in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Phillips 66 position peaked at $38K in Q1 2016.
  • 1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.