Nuveen Fund Advisors’s Phillips 66 PSX Stock Holding History

Nuveen 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
2018 Q4	–	Sell	-2,008	Closed	-$226K	–	97
2018 Q3	$226K	Sell	2,008 -1,349	-40%	-$156K	0.5%	93
2018 Q2	$377K	Sell	3,357 -3,453	-51%	-$388K	0.47%	85
2018 Q1	$653K	Sell	6,810 -496	-7%	-$48.3K	0.3%	101
2017 Q4	$739K	Sell	7,306 -6,797	-48%	-$646K	0.21%	130
2017 Q3	$1.29M	Sell	14,103 -1,903	-12%	-$161K	0.26%	124
2017 Q2	$1.32M	Sell	16,006 -2,364	-13%	-$186K	0.21%	151
2017 Q1	$1.46M	Sell	18,370 -1,594	-8%	-$128K	0.19%	167
2016 Q4	$1.73M	Sell	19,964 -10,955	-35%	-$911K	0.25%	130
2016 Q3	$2.49M	Sell	30,919 -2,650	-8%	-$206K	0.35%	100
2016 Q2	$2.66M	Buy	+33,569	New	+$2.74M	0.41%	77

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Fund Advisors's PSX Position: Q4 2018 in Review

Nuveen Fund Advisors sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 2,008 shares — an estimated $226K sold.

Nuveen Fund Advisors first reported a position in PSX in Q2 2016 and held it in 10 quarters. The position peaked at $2.66M in Q2 2016. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Nuveen Fund Advisors reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Nuveen Fund Advisors sold 2,008 Phillips 66 shares in Q4 2018, an estimated $226K.
Nuveen Fund Advisors first reported a position in Phillips 66 in Q2 2016 and held it in 10 quarters.
Nuveen Fund Advisors's Phillips 66 position peaked at $2.66M in Q2 2016.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Nuveen Fund Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.