PAG
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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
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 $5.7T 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 $501B 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 $761B AUM 31.28% 1-Year Est. Return