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O'Brien Wealth Partners’s Phillips 66 PSX Stock Holding History

O'Brien 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
2018
Q4 		– Sell
-125
Closed -$14K – 164
2018
Q3 		$14K Hold
125
– – 0.01% 118
2018
Q2 		$14K Hold
125
– – 0.01% 54
2018
Q1 		$12K Buy
+125
New +$12.2K 0.01% 112

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Barrow, Hanley, Mewhinney & Strauss
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's PSX Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 125 shares — an estimated $14K sold.

O'Brien Wealth Partners first reported a position in PSX in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 125 Phillips 66 shares in Q4 2018, an estimated $14K.
  • O'Brien Wealth Partners first reported a position in Phillips 66 in Q1 2018 and held it in 3 quarters.
  • O'Brien Wealth Partners's Phillips 66 position peaked at $14K in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.