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National Planning Corporation’s Phillips 66 PSX Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-3,870
Closed -$355K – 467
2017
Q3 		$355K Buy
3,870
+222
+6% +$18.8K 0.03% 469
2017
Q2 		$304K Sell
3,648
-2,005
-35% -$157K 0.02% 556
2017
Q1 		$443K Sell
5,653
-32
-0.6% -$2.58K 0.03% 412
2016
Q4 		$461K Sell
5,685
-17
-0.3% -$1.41K 0.04% 395
2016
Q3 		$456K Buy
5,702
+703
+14% +$54.6K 0.04% 383
2016
Q2 		$381K Sell
4,999
-757
-13% -$61.8K 0.03% 434
2016
Q1 		$452K Sell
5,756
-2,431
-30% -$198K 0.04% 379
2015
Q4 		$641K Buy
8,187
+2,212
+37% +$191K 0.05% 339
2015
Q3 		$558K Sell
5,975
-1,461
-20% -$116K 0.05% 322
2015
Q2 		$622K Buy
7,436
+715
+11% +$56.8K 0.06% 303
2015
Q1 		$541K Sell
6,721
-2,458
-27% -$180K 0.05% 331
2014
Q4 		$609K Sell
9,179
-2,019
-18% -$149K 0.04% 348
2014
Q3 		$869K Buy
11,198
+1,144
+11% +$95.2K 0.07% 271
2014
Q2 		$809K Buy
10,054
+1,011
+11% +$83.3K 0.06% 288
2014
Q1 		$717K Sell
9,043
-960
-10% -$73.1K 0.06% 293
2013
Q4 		$779K Buy
10,003
+566
+6% +$37.8K 0.07% 274
2013
Q3 		$552K Buy
9,437
+1,555
+20% +$90.2K 0.05% 331
2013
Q2 		$465K Buy
+7,882
New +$495K 0.06% 294

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 $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Planning Corporation's PSX Position: Q4 2017 in Review

National Planning Corporation sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 3,870 shares — an estimated $355K sold.

National Planning Corporation first reported a position in PSX in Q2 2013 and held it in 18 quarters. The position peaked at $869K in Q3 2014. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • National Planning Corporation reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 3,870 Phillips 66 shares in Q4 2017, an estimated $355K.
  • National Planning Corporation first reported a position in Phillips 66 in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Phillips 66 position peaked at $869K in Q3 2014.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.