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Nationwide Fund Advisors’s Phillips 66 PSX Stock Holding History

Nationwide Fund Advisors’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
-338,816
Closed -$31M – 1589
2017
Q3 		$31M Buy
338,816
+24,318
+8% +$2.06M 0.12% 165
2017
Q2 		$26M Buy
314,498
+44,813
+17% +$3.52M 0.1% 220
2017
Q1 		$21.4M Buy
269,685
+19,281
+8% +$1.55M 0.09% 296
2016
Q4 		$21.6M Buy
250,404
+6,280
+3% +$522K 0.09% 277
2016
Q3 		$19.7M Sell
244,124
-10,797
-4% -$839K 0.08% 295
2016
Q2 		$20.2M Sell
254,921
-13,019
-5% -$1.06M 0.09% 275
2016
Q1 		$23.2M Sell
267,940
-17,248
-6% -$1.4M 0.1% 230
2015
Q4 		$23.3M Sell
285,188
-28,906
-9% -$2.49M 0.1% 234
2015
Q3 		$24.1M Sell
314,094
-24,452
-7% -$1.94M 0.11% 213
2015
Q2 		$27.3M Buy
338,546
+13,911
+4% +$1.11M 0.11% 195
2015
Q1 		$25.5M Sell
324,635
-30,072
-8% -$2.21M 0.1% 223
2014
Q4 		$25.4M Buy
354,707
+32,116
+10% +$2.37M 0.11% 213
2014
Q3 		$26.2M Sell
322,591
-202,521
-39% -$16.9M 0.11% 211
2014
Q2 		$42.2M Sell
525,112
-2,447
-0.5% -$202K 0.17% 117
2014
Q1 		$40.7M Sell
527,559
-31,041
-6% -$2.36M 0.19% 104
2013
Q4 		$43.1M Buy
558,600
+27,908
+5% +$1.86M 0.18% 111
2013
Q3 		$30.7M Buy
530,692
+19,315
+4% +$1.12M 0.14% 162
2013
Q2 		$30.1M Buy
+511,377
New +$32.1M 0.16% 117

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

Nationwide Fund Advisors's PSX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 338,816 shares — an estimated $31M sold.

Nationwide Fund Advisors first reported a position in PSX in Q2 2013 and held it in 18 quarters. The position peaked at $43.1M in Q4 2013. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 338,816 Phillips 66 shares in Q4 2017, an estimated $31M.
  • Nationwide Fund Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Phillips 66 position peaked at $43.1M in Q4 2013.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.