Midwest Investment Management’s Phillips 66 PSX Stock Holding History

Midwest Investment 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 Q3	$4.51M	Sell	49,226 -846	-2%	-$71.7K	3.71%	5
2017 Q2	$4.14M	Buy	50,072 +225	+0.5%	+$17.7K	3.49%	7
2017 Q1	$3.95M	Sell	49,847 -1,350	-3%	-$109K	3.37%	8
2016 Q4	$4.42M	Sell	51,197 -1,382	-3%	-$115K	3.8%	5
2016 Q3	$4.24M	Sell	52,579 -960	-2%	-$74.6K	3.67%	5
2016 Q2	$4.25M	Buy	53,539 +2,125	+4%	+$174K	3.46%	5
2016 Q1	$4.45M	Buy	51,414 +1,645	+3%	+$134K	3.59%	5
2015 Q4	$4.07M	Buy	49,769 +16,609	+50%	+$1.43M	3.46%	5
2015 Q3	$2.55M	Buy	+33,160	New	+$2.64M	2.17%	18

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Midwest Investment Management's PSX Position: Q3 2017 in Review

Midwest Investment Management reduced its Phillips 66 (PSX) stake by 1.7% in Q3 2017, selling an estimated $71.7K and leaving 49,226 shares worth $4.51M. The position accounts for 3.71% of the portfolio, ranked #5.

Midwest Investment Management first reported a position in PSX in Q3 2015 and has held it in 9 quarters since. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

Midwest Investment Management held 49,226 shares of Phillips 66 worth $4.51M as of Q3 2017.
Midwest Investment Management sold 846 Phillips 66 shares in Q3 2017, an estimated $71.7K.
Phillips 66 made up 3.71% of Midwest Investment Management's portfolio in Q3 2017, its #5 holding.
Midwest Investment Management first reported a position in Phillips 66 in Q3 2015 and has held it in 9 quarters since.
1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.