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Oakview Capital Management’s Phillips 66 PSX Stock Holding History

Oakview Capital Management’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
Q2 		– Sell
-167
Closed -$16K – 23
2018
Q1 		$16K Buy
+167
New +$16.3K 0.01% 24
2017
Q2 		– Sell
-167
Closed -$13K – 27
2017
Q1 		$13K Hold
167
– – 0.01% 36
2016
Q4 		$14K Buy
+167
New +$13.9K 0.01% 35

Other funds holding PSX

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oakview Capital Management's PSX Position: Q2 2018 in Review

Oakview Capital Management sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 167 shares — an estimated $16K sold.

Oakview Capital Management first reported a position in PSX in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • Oakview Capital Management reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • Oakview Capital Management sold 167 Phillips 66 shares in Q2 2018, an estimated $16K.
  • Oakview Capital Management first reported a position in Phillips 66 in Q4 2016 and held it in 3 quarters.
  • Oakview Capital Management's Phillips 66 position peaked at $16K in Q1 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on Oakview Capital Management's 13F filing for Q2 2018, filed 1 Aug 2018.