Pinnacle Advisory Group’s Phillips 66 PSX Stock Holding History

Pinnacle Advisory Group’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	-2,348	Closed	-$238K	–	200
2017 Q4	$238K	Buy	+2,348	New	+$223K	0.01%	186
2017 Q1	–	Sell	-2,594	Closed	-$224K	–	203
2016 Q4	$224K	Buy	+2,594	New	+$216K	0.02%	174
2016 Q2	–	Sell	-2,525	Closed	-$218K	–	143
2016 Q1	$218K	Buy	+2,525	New	+$205K	0.02%	104
2015 Q3	–	Sell	-2,526	Closed	-$203K	–	117
2015 Q2	$203K	Sell	2,526 -598	-19%	-$47.5K	0.02%	101
2015 Q1	$245K	Buy	3,124 +100	+3%	+$7.34K	0.02%	119
2014 Q4	$216K	Sell	3,024 -825	-21%	-$60.9K	0.02%	129
2014 Q3	$312K	Hold	3,849	–	–	0.04%	87
2014 Q2	$309K	Buy	+3,849	New	+$317K	0.04%	90

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Advisory Group's PSX Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 2,348 shares — an estimated $238K sold.

Pinnacle Advisory Group first reported a position in PSX in Q2 2014 and held it in 8 quarters. The position peaked at $312K in Q3 2014. 1,283 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

Pinnacle Advisory Group reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 2,348 Phillips 66 shares in Q1 2018, an estimated $238K.
Pinnacle Advisory Group first reported a position in Phillips 66 in Q2 2014 and held it in 8 quarters.
Pinnacle Advisory Group's Phillips 66 position peaked at $312K in Q3 2014.
1,283 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.