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McKinley Carter Wealth Services’s Phillips 66 PSX Stock Holding History

McKinley Carter Wealth Services’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
-288
Closed -$28K – 327
2018
Q1 		$28K Buy
+288
New +$28K 0.01% 305

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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

McKinley Carter Wealth Services's PSX Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 288 shares — an estimated $28K sold.

McKinley Carter Wealth Services first reported a position in PSX in Q1 2018 and held it in 1 quarter. The position peaked at $28K in Q1 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 288 Phillips 66 shares in Q2 2018, an estimated $28K.
  • McKinley Carter Wealth Services first reported a position in Phillips 66 in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Phillips 66 position peaked at $28K in Q1 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.