Northstar Wealth Partners’s Phillips 66 PSX Stock Holding History

Northstar Wealth Partners’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	–	Sell	-2,452	Closed	-$202K	–	138
2017 Q2	$202K	Buy	+2,452	New	+$192K	0.18%	131

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northstar Wealth Partners's PSX Position: Q3 2017 in Review

Northstar Wealth Partners sold out of Phillips 66 (PSX) in Q3 2017, closing a stake of 2,452 shares — an estimated $202K sold.

Northstar Wealth Partners first reported a position in PSX in Q2 2017 and held it in 1 quarter. The position peaked at $202K in Q2 2017. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

Northstar Wealth Partners reported no remaining Phillips 66 position as of Q3 2017 after selling out during the quarter.
Northstar Wealth Partners sold 2,452 Phillips 66 shares in Q3 2017, an estimated $202K.
Northstar Wealth Partners first reported a position in Phillips 66 in Q2 2017 and held it in 1 quarter.
Northstar Wealth Partners's Phillips 66 position peaked at $202K in Q2 2017.
1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.