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Northwest Investment Counselors’s Phillips 66 PSX Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-118
Closed -$12K – 408
2019
Q3 		$12K Buy
+118
New +$11.8K ﹤0.01% 335

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Investment Counselors's PSX Position: Q4 2019 in Review

Northwest Investment Counselors sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 118 shares — an estimated $12K sold.

Northwest Investment Counselors first reported a position in PSX in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Northwest Investment Counselors reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 118 Phillips 66 shares in Q4 2019, an estimated $12K.
  • Northwest Investment Counselors first reported a position in Phillips 66 in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's Phillips 66 position peaked at $12K in Q3 2019.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.