Mitchell Group’s Phillips 66 PSX Stock Holding History

Mitchell Group’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
2019 Q1	–	Sell	-8,590	Closed	-$740K	–	38
2018 Q4	$740K	Buy	+8,590	New	+$839K	0.59%	37

Other funds holding PSX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitchell Group's PSX Position: Q1 2019 in Review

Mitchell Group sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 8,590 shares — an estimated $740K sold.

Mitchell Group first reported a position in PSX in Q4 2018 and held it in 1 quarter. The position peaked at $740K in Q4 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Mitchell Group reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
Mitchell Group sold 8,590 Phillips 66 shares in Q1 2019, an estimated $740K.
Mitchell Group first reported a position in Phillips 66 in Q4 2018 and held it in 1 quarter.
Mitchell Group's Phillips 66 position peaked at $740K in Q4 2018.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Mitchell Group's 13F filing for Q1 2019, filed 2 May 2019.