Live Your Vision’s Phillips 66 PSX Stock Holding History

Live Your Vision’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
2019 Q1	$19K	Buy	195 +1	+0.5%	+$95	0.01%	174
2018 Q4	$18K	Buy	194 +2	+1%	+$195	0.01%	161
2018 Q3	$22K	Buy	192 +1	+0.5%	+$116	0.01%	156
2018 Q2	$21K	Buy	191 +2	+1%	+$225	0.01%	180
2018 Q1	$21K	Buy	189 +2	+1%	+$195	0.01%	146
2017 Q4	$19K	Hold	187	–	–	0.01%	144
2017 Q3	$17K	Buy	187 +2	+1%	+$169	0.01%	150
2017 Q2	$16K	Buy	185 +2	+1%	+$157	0.01%	155
2017 Q1	$15K	Buy	183 +1	+0.5%	+$81	0.01%	164
2016 Q4	$16K	Buy	182 +1	+0.6%	+$83	0.01%	155
2016 Q3	$15K	Buy	+181	New	+$14.1K	0.01%	151
2015 Q4	–	Sell	-176	Closed	-$13K	–	226
2015 Q3	$13K	Buy	+176	New	+$14K	0.01%	168

Other funds holding PSX

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Your Vision's PSX Position: Q1 2019 in Review

Live Your Vision increased its Phillips 66 (PSX) stake by 0.52% in Q1 2019, buying an estimated $95 and bringing the position to 195 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #174.

Live Your Vision first reported a position in PSX in Q3 2015 and has held it in 12 quarters since. The position peaked at $22K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Live Your Vision held 195 shares of Phillips 66 worth $19K as of Q1 2019.
Live Your Vision bought 1 Phillips 66 share in Q1 2019, an estimated $95.
Phillips 66 made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #174 holding.
Live Your Vision first reported a position in Phillips 66 in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's Phillips 66 position peaked at $22K in Q3 2018.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.