Koch Industries’s Phillips 66 PSX Stock Holding History

Koch Industries’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 Q2	–	Sell	-3,891	Closed	-$373K	–	483
2018 Q1	$373K	Buy	3,891 +1,276	+49%	+$124K	0.04%	546
2017 Q4	$265K	Buy	+2,615	New	+$249K	0.04%	500

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koch Industries's PSX Position: Q2 2018 in Review

Koch Industries sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 3,891 shares — an estimated $373K sold.

Koch Industries first reported a position in PSX in Q4 2017 and held it in 2 quarters. The position peaked at $373K in Q1 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

Koch Industries reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 3,891 Phillips 66 shares in Q2 2018, an estimated $373K.
Koch Industries first reported a position in Phillips 66 in Q4 2017 and held it in 2 quarters.
Koch Industries's Phillips 66 position peaked at $373K in Q1 2018.
1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.