Parasol Investment Management’s Phillips 66 PSX Stock Holding History

Parasol Investment 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
2017 Q1	$4K	Sell	50 -240	-83%	-$19.3K	0.01%	90
2016 Q4	$25K	Hold	290	–	–	0.03%	126
2016 Q3	$23K	Hold	290	–	–	0.02%	123
2016 Q2	$23K	Hold	290	–	–	0.02%	122
2016 Q1	$25K	Hold	290	–	–	0.02%	117
2015 Q4	$24K	Sell	290 -234	-45%	-$20.2K	0.02%	114
2015 Q3	$40K	Sell	524 -220	-30%	-$17.5K	0.04%	97
2015 Q2	$60K	Hold	744	–	–	0.04%	99
2015 Q1	$58K	Hold	744	–	–	0.04%	96
2014 Q4	$53K	Sell	744 -351	-32%	-$25.9K	0.04%	116
2014 Q3	$89K	Sell	1,095 -2,019	-65%	-$168K	0.06%	76
2014 Q2	$250K	Buy	3,114 +2,730	+711%	+$225K	0.17%	53
2014 Q1	$30K	Hold	384	–	–	0.02%	119
2013 Q4	$30K	Buy	+384	New	+$25.6K	0.02%	117

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parasol Investment Management's PSX Position: Q1 2017 in Review

Parasol Investment Management reduced its Phillips 66 (PSX) stake by 83% in Q1 2017, selling an estimated $19.3K and leaving 50 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #90.

Parasol Investment Management first reported a position in PSX in Q4 2013 and has held it in 14 quarters since. The position peaked at $250K in Q2 2014. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

Parasol Investment Management held 50 shares of Phillips 66 worth $4K as of Q1 2017.
Parasol Investment Management sold 240 Phillips 66 shares in Q1 2017, an estimated $19.3K.
Phillips 66 made up 0.01% of Parasol Investment Management's portfolio in Q1 2017, its #90 holding.
Parasol Investment Management first reported a position in Phillips 66 in Q4 2013 and has held it in 14 quarters since.
Parasol Investment Management's Phillips 66 position peaked at $250K in Q2 2014.
1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.