Peachtree Investment Advisors’s Phillips 66 PSX Stock Holding History

Peachtree Investment Advisors’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	-2,500	Closed	-$282K	–	81
2018 Q3	$282K	Hold	2,500	–	–	0.19%	68
2018 Q2	$281K	Hold	2,500	–	–	0.2%	67
2018 Q1	$240K	Sell	2,500 -115	-4%	-$11.2K	0.18%	72
2017 Q4	$265K	Sell	2,615 -1,351	-34%	-$128K	0.2%	73
2017 Q3	$363K	Hold	3,966	–	–	0.31%	64
2017 Q2	$328K	Hold	3,966	–	–	0.28%	70
2017 Q1	$314K	Sell	3,966 -678	-15%	-$54.6K	0.29%	72
2016 Q4	$401K	Hold	4,644	–	–	0.39%	61
2016 Q3	$374K	Sell	4,644 -450	-9%	-$35K	0.37%	62
2016 Q2	$404K	Hold	5,094	–	–	0.41%	58
2016 Q1	$441K	Hold	5,094	–	–	0.44%	57
2015 Q4	$417K	Sell	5,094 -500	-9%	-$43.1K	0.44%	60
2015 Q3	$430K	Hold	5,594	–	–	0.45%	60
2015 Q2	$451K	Hold	5,594	–	–	0.34%	78
2015 Q1	$440K	Hold	5,594	–	–	0.32%	81
2014 Q4	$401K	Hold	5,594	–	–	0.27%	98
2014 Q3	$455K	Hold	5,594	–	–	0.3%	87
2014 Q2	$450K	Sell	5,594 -396	-7%	-$32.6K	0.3%	88
2014 Q1	$462K	Sell	5,990 -30	-0.5%	-$2.28K	0.31%	88
2013 Q4	$464K	Buy	+6,020	New	+$402K	0.32%	87

Other funds holding PSX

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peachtree Investment Advisors's PSX Position: Q4 2018 in Review

Peachtree Investment Advisors sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 2,500 shares — an estimated $282K sold.

Peachtree Investment Advisors first reported a position in PSX in Q4 2013 and held it in 20 quarters. The position peaked at $464K in Q4 2013. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

Peachtree Investment Advisors reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
Peachtree Investment Advisors sold 2,500 Phillips 66 shares in Q4 2018, an estimated $282K.
Peachtree Investment Advisors first reported a position in Phillips 66 in Q4 2013 and held it in 20 quarters.
Peachtree Investment Advisors's Phillips 66 position peaked at $464K in Q4 2013.
1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.