KHP Capital’s Phillips 66 PSX Stock Holding History

KHP Capital’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	$351K	Hold	3,115	–	–	0.21%	49
2018 Q2	$350K	Hold	3,115	–	–	0.23%	46
2018 Q1	$299K	Hold	3,115	–	–	0.21%	48
2017 Q4	$315K	Buy	+3,115	New	+$296K	0.23%	48

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

KHP Capital's PSX Position: Q3 2018 in Review

KHP Capital held its Phillips 66 (PSX) position steady in Q3 2018 at 3,115 shares worth $351K. The position accounts for 0.21% of the portfolio, ranked #49.

KHP Capital first reported a position in PSX in Q4 2017 and has held it in 4 quarters since. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

KHP Capital held 3,115 shares of Phillips 66 worth $351K as of Q3 2018.
KHP Capital left its Phillips 66 share count unchanged in Q3 2018.
Phillips 66 made up 0.21% of KHP Capital's portfolio in Q3 2018, its #49 holding.
KHP Capital first reported a position in Phillips 66 in Q4 2017 and has held it in 4 quarters since.
1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.