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Lourd Capital’s Phillips 66 PSX Stock Holding History

Lourd Capital’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
-3,594
Closed -$310K – 250
2018
Q4 		$310K Buy
3,594
+60
+2% +$5.86K 0.02% 191
2018
Q3 		$398K Buy
+3,534
New +$409K 0.03% 161
2018
Q1 		– Sell
-4,300
Closed -$435K – 280
2017
Q4 		$435K Buy
+4,300
New +$409K 0.03% 177

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

Lourd Capital's PSX Position: Q1 2019 in Review

Lourd Capital sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 3,594 shares — an estimated $310K sold.

Lourd Capital first reported a position in PSX in Q4 2017 and held it in 3 quarters. The position peaked at $435K in Q4 2017. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

  • Lourd Capital reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 3,594 Phillips 66 shares in Q1 2019, an estimated $310K.
  • Lourd Capital first reported a position in Phillips 66 in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Phillips 66 position peaked at $435K in Q4 2017.
  • 1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.