LC
PSX icon

Landaas & Company’s Phillips 66 PSX Stock Holding History

Landaas & Company’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 		– Sell
-567
Closed -$64K – 252
2018
Q2 		$64K Buy
+567
New +$63.7K 0.05% 126
2018
Q1 		– Sell
-589
Closed -$60K – 248
2017
Q4 		$60K Sell
589
-45
-7% -$4.28K 0.05% 128
2017
Q3 		$58K Buy
+634
New +$53.7K 0.05% 131

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Landaas & Company's PSX Position: Q3 2018 in Review

Landaas & Company sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 567 shares — an estimated $64K sold.

Landaas & Company first reported a position in PSX in Q3 2017 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • Landaas & Company reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 567 Phillips 66 shares in Q3 2018, an estimated $64K.
  • Landaas & Company first reported a position in Phillips 66 in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Phillips 66 position peaked at $64K in Q2 2018.
  • 1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.