Midas Management’s Phillips 66 PSX Stock Holding History

Midas 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
2017 Q1	–	Sell	-20,500	Closed	-$1.77M	–	154
2016 Q4	$1.77M	Hold	20,500	–	–	0.83%	47
2016 Q3	$1.65M	Hold	20,500	–	–	1.01%	29
2016 Q2	$1.63M	Hold	20,500	–	–	0.92%	32
2016 Q1	$1.77M	Hold	20,500	–	–	0.92%	31
2015 Q4	$1.68M	Hold	20,500	–	–	1%	36
2015 Q3	$1.57M	Hold	20,500	–	–	1.02%	41
2015 Q2	$1.65M	Hold	20,500	–	–	0.89%	53
2015 Q1	$1.61M	Hold	20,500	–	–	0.8%	62
2014 Q4	$1.47M	Buy	20,500 +15,000	+273%	+$1.11M	0.77%	69
2014 Q3	$447K	Buy	+5,500	New	+$458K	0.25%	113
2014 Q2	–	Sell	-5,500	Closed	-$424K	–	143
2014 Q1	$424K	Hold	5,500	–	–	0.2%	134
2013 Q4	$424K	Hold	5,500	–	–	0.2%	134
2013 Q3	$318K	Hold	5,500	–	–	0.2%	127
2013 Q2	$324K	Buy	+5,500	New	+$346K	0.22%	126

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Midas Management's PSX Position: Q1 2017 in Review

Midas Management sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 20,500 shares — an estimated $1.77M sold.

Midas Management first reported a position in PSX in Q2 2013 and held it in 14 quarters. The position peaked at $1.77M in Q1 2016. 1,115 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

Midas Management reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
Midas Management sold 20,500 Phillips 66 shares in Q1 2017, an estimated $1.77M.
Midas Management first reported a position in Phillips 66 in Q2 2013 and held it in 14 quarters.
Midas Management's Phillips 66 position peaked at $1.77M in Q1 2016.
1,115 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Midas Management's 13F filing for Q1 2017, filed 24 Apr 2017.