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Park Avenue Institutional Advisers’s Phillips 66 PSX Stock Holding History

Park Avenue Institutional Advisers’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
Q1 		– Sell
-6,900
Closed -$698K – 9
2017
Q4 		$698K Hold
6,900
– – 6.2% 4
2017
Q3 		$632K Buy
+6,900
New +$584K 7.07% 4
2016
Q3 		– Sell
-2,965
Closed -$235K – 326
2016
Q2 		$235K Sell
2,965
-26
-0.9% -$2.12K 0.2% 121
2016
Q1 		$259K Sell
2,991
-84
-3% -$6.83K 0.22% 110
2015
Q4 		$252K Sell
3,075
-110
-3% -$9.49K 0.22% 114
2015
Q3 		$245K Sell
3,185
-480
-13% -$38.1K 0.22% 113
2015
Q2 		$295K Buy
+3,665
New +$291K 0.24% 107

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Park Avenue Institutional Advisers's PSX Position: Q1 2018 in Review

Park Avenue Institutional Advisers sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 6,900 shares — an estimated $698K sold.

Park Avenue Institutional Advisers first reported a position in PSX in Q2 2015 and held it in 7 quarters. The position peaked at $698K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • Park Avenue Institutional Advisers reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 6,900 Phillips 66 shares in Q1 2018, an estimated $698K.
  • Park Avenue Institutional Advisers first reported a position in Phillips 66 in Q2 2015 and held it in 7 quarters.
  • Park Avenue Institutional Advisers's Phillips 66 position peaked at $698K in Q4 2017.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Park Avenue Institutional Advisers's 13F filing for Q1 2018, filed 10 May 2018.