Orser Capital Management’s Phillips 66 PSX Stock Holding History

Orser 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 Q3	–	Sell	-7,555	Closed	-$839K	–	92
2018 Q2	$839K	Buy	+7,555	New	+$849K	0.73%	56

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orser Capital Management's PSX Position: Q3 2018 in Review

Orser Capital Management sold out of Phillips 66 (PSX) in Q3 2018, closing a stake of 7,555 shares — an estimated $839K sold.

Orser Capital Management first reported a position in PSX in Q2 2018 and held it in 1 quarter. The position peaked at $839K in Q2 2018. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

Orser Capital Management reported no remaining Phillips 66 position as of Q3 2018 after selling out during the quarter.
Orser Capital Management sold 7,555 Phillips 66 shares in Q3 2018, an estimated $839K.
Orser Capital Management first reported a position in Phillips 66 in Q2 2018 and held it in 1 quarter.
Orser Capital Management's Phillips 66 position peaked at $839K in Q2 2018.
1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Orser Capital Management's 13F filing for Q3 2018, filed 20 Nov 2019.