LPC
PSX icon

Loeb Partners Corp’s Phillips 66 PSX Stock Holding History

Loeb Partners Corp’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 		– Sell
-1,175
Closed -$101K – 245
2018
Q4 		$101K Buy
+1,175
New +$115K 0.05% 144
2015
Q2 		– Sell
-4,462
Closed -$351K – 195
2015
Q1 		$351K Hold
4,462
– – 0.1% 134
2014
Q4 		$320K Hold
4,462
– – 0.1% 142
2014
Q3 		$363K Hold
4,462
– – 0.12% 127
2014
Q2 		$359K Hold
4,462
– – 0.11% 142
2014
Q1 		$344K Hold
4,462
– – 0.12% 146
2013
Q4 		$344K Hold
4,462
– – 0.11% 156
2013
Q3 		$258K Hold
4,462
– – 0.09% 154
2013
Q2 		$263K Buy
+4,462
New +$280K 0.1% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loeb Partners Corp's PSX Position: Q1 2019 in Review

Loeb Partners Corp sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 1,175 shares — an estimated $101K sold.

Loeb Partners Corp first reported a position in PSX in Q2 2013 and held it in 9 quarters. The position peaked at $363K in Q3 2014. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

  • Loeb Partners Corp reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 1,175 Phillips 66 shares in Q1 2019, an estimated $101K.
  • Loeb Partners Corp first reported a position in Phillips 66 in Q2 2013 and held it in 9 quarters.
  • Loeb Partners Corp's Phillips 66 position peaked at $363K in Q3 2014.
  • 1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.