QCIG
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Quad-Cities Investment Group’s Phillips 66 PSX Stock Holding History

Quad-Cities Investment 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
2019
Q4 		– Sell
-255
Closed -$27K – 567
2019
Q3 		$27K Hold
255
– – 0.02% 443
2019
Q2 		$23K Sell
255
-475
-65% -$42.6K 0.02% 474
2019
Q1 		$69K Sell
730
-1,016
-58% -$96.6K 0.06% 274
2018
Q4 		$151K Hold
1,746
– – 0.16% 143
2018
Q3 		$198K Hold
1,746
– – 0.17% 127
2018
Q2 		$196K Buy
+1,746
New +$196K 0.18% 124

Other funds holding PSX

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quad-Cities Investment Group's PSX Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Phillips 66 (PSX) in Q4 2019, closing a stake of 255 shares — an estimated $27K sold.

Quad-Cities Investment Group first reported a position in PSX in Q2 2018 and held it in 6 quarters. The position peaked at $198K in Q3 2018. 1,538 funds tracked by Wall St. Rank hold PSX as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining Phillips 66 position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 255 Phillips 66 shares in Q4 2019, an estimated $27K.
  • Quad-Cities Investment Group first reported a position in Phillips 66 in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's Phillips 66 position peaked at $198K in Q3 2018.
  • 1,538 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.