Pratt Collard Advisory Partners’s Phillips 66 PSX Stock Holding History

Pratt Collard Advisory Partners’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
2020 Q1	–	Sell	-3,468	Closed	-$386K	–	102
2019 Q4	$386K	Sell	3,468 -100	-3%	-$11.2K	0.29%	71
2019 Q3	$365K	Sell	3,568 -100	-3%	-$10K	0.29%	73
2019 Q2	$343K	Sell	3,668 -75	-2%	-$6.73K	0.27%	78
2019 Q1	$356K	Hold	3,743	–	–	0.28%	77
2018 Q4	$322K	Buy	3,743 +50	+1%	+$4.88K	0.29%	76
2018 Q3	$416K	Hold	3,693	–	–	0.33%	74
2018 Q2	$415K	Hold	3,693	–	–	0.36%	78
2018 Q1	$354K	Sell	3,693 -270	-7%	-$26.3K	0.31%	82
2017 Q4	$401K	Buy	+3,963	New	+$377K	0.33%	77

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Pratt Collard Advisory Partners's PSX Position: Q1 2020 in Review

Pratt Collard Advisory Partners sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 3,468 shares — an estimated $386K sold.

Pratt Collard Advisory Partners first reported a position in PSX in Q4 2017 and held it in 9 quarters. The position peaked at $416K in Q3 2018. 1,222 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

Pratt Collard Advisory Partners reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
Pratt Collard Advisory Partners sold 3,468 Phillips 66 shares in Q1 2020, an estimated $386K.
Pratt Collard Advisory Partners first reported a position in Phillips 66 in Q4 2017 and held it in 9 quarters.
Pratt Collard Advisory Partners's Phillips 66 position peaked at $416K in Q3 2018.
1,222 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Pratt Collard Advisory Partners's 13F filing for Q1 2020, filed 16 Apr 2020.