KJWM
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Kiley Juergens Wealth Management’s Phillips 66 PSX Stock Holding History

Kiley Juergens Wealth 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
Q4 		– Sell
-823
Closed -$92K – 487
2018
Q3 		$92K Buy
823
+175
+27% +$20.2K 0.07% 163
2018
Q2 		$72K Buy
+648
New +$72.8K 0.06% 166
2018
Q1 		– Sell
-342
Closed -$34K – 470
2017
Q4 		$34K Buy
+342
New +$32.5K 0.03% 257

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

Kiley Juergens Wealth Management's PSX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 823 shares — an estimated $92K sold.

Kiley Juergens Wealth Management first reported a position in PSX in Q4 2017 and held it in 3 quarters. The position peaked at $92K in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 823 Phillips 66 shares in Q4 2018, an estimated $92K.
  • Kiley Juergens Wealth Management first reported a position in Phillips 66 in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Phillips 66 position peaked at $92K in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.