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Main Street Research’s Phillips 66 PSX Stock Holding History

Main Street Research’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
2018
Q4 		– Sell
-136,030
Closed -$15.3M – 101
2018
Q3 		$15.3M Buy
136,030
+5,868
+5% +$678K 2.2% 22
2018
Q2 		$14.6M Buy
130,162
+4,234
+3% +$476K 2.29% 18
2018
Q1 		$12.1M Buy
125,928
+6,606
+6% +$643K 1.91% 28
2017
Q4 		$12.1M Buy
119,322
+1,506
+1% +$143K 1.84% 31
2017
Q3 		$10.8M Buy
117,816
+724
+0.6% +$61.3K 1.74% 33
2017
Q2 		$9.68M Buy
117,092
+2,515
+2% +$197K 1.58% 35
2017
Q1 		$9.08M Buy
114,577
+2,725
+2% +$220K 1.59% 32
2016
Q4 		$9.66M Buy
111,852
+1,930
+2% +$160K 1.88% 25
2016
Q3 		$8.85M Buy
109,922
+1,370
+1% +$106K 1.73% 26
2016
Q2 		$8.61M Buy
108,552
+4,949
+5% +$404K 1.78% 26
2016
Q1 		$8.97M Sell
103,603
-3,130
-3% -$254K 2.31% 15
2015
Q4 		$8.73M Sell
106,733
-323
-0.3% -$27.9K 1.87% 21
2015
Q3 		$9.53M Buy
+107,056
New +$8.51M 2.24% 12

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Main Street Research's PSX Position: Q4 2018 in Review

Main Street Research sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 136,030 shares — an estimated $15.3M sold.

Main Street Research first reported a position in PSX in Q3 2015 and held it in 13 quarters. The position peaked at $15.3M in Q3 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Main Street Research reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Main Street Research sold 136,030 Phillips 66 shares in Q4 2018, an estimated $15.3M.
  • Main Street Research first reported a position in Phillips 66 in Q3 2015 and held it in 13 quarters.
  • Main Street Research's Phillips 66 position peaked at $15.3M in Q3 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Main Street Research's 13F filing for Q4 2018, filed 13 Feb 2019.