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Maryland Capital Management’s Phillips 66 PSX Stock Holding History

Maryland Capital Management’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
Q2 		– Sell
-2,483
Closed -$238K – 177
2018
Q1 		$238K Sell
2,483
-752
-23% -$73.2K 0.03% 150
2017
Q4 		$327K Sell
3,235
-627
-16% -$59.6K 0.05% 141
2017
Q3 		$354K Sell
3,862
-82
-2% -$6.95K 0.05% 131
2017
Q2 		$326K Buy
3,944
+78
+2% +$6.12K 0.05% 141
2017
Q1 		$306K Sell
3,866
-310
-7% -$25K 0.05% 140
2016
Q4 		$361K Sell
4,176
-50
-1% -$4.16K 0.06% 128
2016
Q3 		$340K Buy
4,226
+801
+23% +$62.3K 0.05% 129
2016
Q2 		$272K Sell
3,425
-300
-8% -$24.5K 0.04% 130
2016
Q1 		$323K Sell
3,725
-1,015
-21% -$82.5K 0.05% 120
2015
Q4 		$388K Buy
4,740
+179
+4% +$15.4K 0.06% 111
2015
Q3 		$350K Sell
4,561
-880
-16% -$69.9K 0.06% 120
2015
Q2 		$438K Hold
5,441
– – 0.07% 112
2015
Q1 		$428K Sell
5,441
-250
-4% -$18.3K 0.07% 115
2014
Q4 		$408K Hold
5,691
– – 0.07% 120
2014
Q3 		$463K Buy
5,691
+200
+4% +$16.6K 0.08% 112
2014
Q2 		$442K Buy
5,491
+50
+0.9% +$4.12K 0.08% 119
2014
Q1 		$419K Sell
5,441
-219
-4% -$16.7K 0.08% 121
2013
Q4 		$437K Buy
5,660
+542
+11% +$36.2K 0.07% 143
2013
Q3 		$296K Sell
5,118
-125
-2% -$7.25K 0.05% 172
2013
Q2 		$309K Buy
+5,243
New +$329K 0.05% 166

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Maryland Capital Management's PSX Position: Q2 2018 in Review

Maryland Capital Management sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 2,483 shares — an estimated $238K sold.

Maryland Capital Management first reported a position in PSX in Q2 2013 and held it in 20 quarters. The position peaked at $463K in Q3 2014. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Maryland Capital Management reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Maryland Capital Management sold 2,483 Phillips 66 shares in Q2 2018, an estimated $238K.
  • Maryland Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 20 quarters.
  • Maryland Capital Management's Phillips 66 position peaked at $463K in Q3 2014.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Maryland Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.