LBA Wealth Management’s Phillips 66 PSX Stock Holding History

LBA 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
2016 Q4	–	Sell	-70	Closed	-$6K	–	478
2016 Q3	$6K	Hold	70	–	–	﹤0.01%	362
2016 Q2	$6K	Sell	70 -600	-90%	-$49K	﹤0.01%	350
2016 Q1	$58K	Hold	670	–	–	0.03%	186
2015 Q4	$55K	Buy	+670	New	+$57.8K	0.03%	200
2015 Q3	–	Sell	-600	Closed	-$48K	–	364
2015 Q2	$48K	Hold	600	–	–	0.03%	167
2015 Q1	$47K	Hold	600	–	–	0.03%	174
2014 Q4	$43K	Hold	600	–	–	0.03%	175
2014 Q3	$49K	Hold	600	–	–	0.03%	169
2014 Q2	$48K	Hold	600	–	–	0.04%	165
2014 Q1	$46K	Hold	600	–	–	0.04%	165
2013 Q4	$46K	Buy	+600	New	+$40K	0.04%	161

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LBA Wealth Management's PSX Position: Q4 2016 in Review

LBA Wealth Management sold out of Phillips 66 (PSX) in Q4 2016, closing a stake of 70 shares — an estimated $6K sold.

LBA Wealth Management first reported a position in PSX in Q4 2013 and held it in 11 quarters. The position peaked at $58K in Q1 2016. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

LBA Wealth Management reported no remaining Phillips 66 position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 70 Phillips 66 shares in Q4 2016, an estimated $6K.
LBA Wealth Management first reported a position in Phillips 66 in Q4 2013 and held it in 11 quarters.
LBA Wealth Management's Phillips 66 position peaked at $58K in Q1 2016.
1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.