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Lodestar Investment Counsel’s Phillips 66 PSX Stock Holding History

Lodestar Investment Counsel’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
Q2 		$1.07M Hold
11,401
– – 0.11% 94
2019
Q1 		$1.08M Hold
11,401
– – 0.12% 91
2018
Q4 		$982K Sell
11,401
-114
-1% -$11.1K 0.12% 88
2018
Q3 		$1.3M Hold
11,515
– – 0.14% 82
2018
Q2 		$1.29M Buy
11,515
+14
+0.1% +$1.57K 0.15% 81
2018
Q1 		$1.1M Sell
11,501
-100
-0.9% -$9.73K 0.13% 81
2017
Q4 		$1.17M Hold
11,601
– – 0.14% 80
2017
Q3 		$1.06M Sell
11,601
-48
-0.4% -$4.07K 0.13% 84
2017
Q2 		$963K Hold
11,649
– – 0.12% 83
2017
Q1 		$923K Hold
11,649
– – 0.12% 81
2016
Q4 		$1.01M Hold
11,649
– – 0.14% 77
2016
Q3 		$938K Sell
11,649
-252
-2% -$19.6K 0.13% 75
2016
Q2 		$944K Sell
11,901
-130
-1% -$10.6K 0.13% 76
2016
Q1 		$1.04M Buy
12,031
+167
+1% +$13.6K 0.15% 77
2015
Q4 		$970K Buy
11,864
+33
+0.3% +$2.85K 0.15% 72
2015
Q3 		$909K Hold
11,831
– – 0.15% 72
2015
Q2 		$953K Sell
11,831
-272
-2% -$21.6K 0.15% 73
2015
Q1 		$951K Hold
12,103
– – 0.15% 74
2014
Q4 		$868K Buy
12,103
+385
+3% +$28.4K 0.25% 54
2014
Q3 		$953K Hold
11,718
– – 0.29% 50
2014
Q2 		$942K Buy
11,718
+250
+2% +$20.6K 0.28% 54
2014
Q1 		$884K Buy
11,468
+2,100
+22% +$160K 0.28% 54
2013
Q4 		$723K Hold
9,368
– – 0.23% 59
2013
Q3 		$542K Sell
9,368
-62
-0.7% -$3.6K 0.2% 65
2013
Q2 		$556K Buy
+9,430
New +$593K 0.21% 61

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Lodestar Investment Counsel's PSX Position: Q2 2019 in Review

Lodestar Investment Counsel held its Phillips 66 (PSX) position steady in Q2 2019 at 11,401 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #94.

Lodestar Investment Counsel first reported a position in PSX in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.3M in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Lodestar Investment Counsel held 11,401 shares of Phillips 66 worth $1.07M as of Q2 2019.
  • Lodestar Investment Counsel left its Phillips 66 share count unchanged in Q2 2019.
  • Phillips 66 made up 0.11% of Lodestar Investment Counsel's portfolio in Q2 2019, its #94 holding.
  • Lodestar Investment Counsel first reported a position in Phillips 66 in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's Phillips 66 position peaked at $1.3M in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.