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Marino Stram & Associates’s Phillips 66 PSX Stock Holding History

Marino Stram & Associates’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 		– Sell
-371
Closed -$35K – 443
2019
Q1 		$35K Buy
371
+1
+0.3% +$95 0.03% 194
2018
Q4 		$32K Hold
370
– – 0.03% 178
2018
Q3 		$42K Buy
370
+1
+0.3% +$116 0.03% 183
2018
Q2 		$41K Hold
369
– – 0.04% 184
2018
Q1 		$35K Sell
369
-34
-8% -$3.31K 0.03% 194
2017
Q4 		$41K Buy
+403
New +$38.3K 0.04% 185

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

Marino Stram & Associates's PSX Position: Q2 2019 in Review

Marino Stram & Associates sold out of Phillips 66 (PSX) in Q2 2019, closing a stake of 371 shares — an estimated $35K sold.

Marino Stram & Associates first reported a position in PSX in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2019.

  • Marino Stram & Associates reported no remaining Phillips 66 position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 371 Phillips 66 shares in Q2 2019, an estimated $35K.
  • Marino Stram & Associates first reported a position in Phillips 66 in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Phillips 66 position peaked at $42K in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.