MIM
PSX icon

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
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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return