NEXT Financial Holdings’s Phillips 66 PSX Stock Holding History

NEXT Financial Holdings’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	$381K	Buy	+4,009	New	+$381K	0.1%	181

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

NEXT Financial Holdings's PSX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Phillips 66 (PSX) in Q1 2019: 4,009 shares worth $381K. The stake represents 0.1% of the portfolio and ranks #181 among its holdings.

1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

NEXT Financial Holdings held 4,009 shares of Phillips 66 worth $381K as of Q1 2019.
Phillips 66 was a new NEXT Financial Holdings position in Q1 2019.
Phillips 66 made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #181 holding.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.