Ruggie Capital Group’s Phillips 66 PSX Stock Holding History

Ruggie Capital 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	-51	Closed	-$5K	–	324
2017 Q4	$5K	Buy	+51	New	+$4.85K	﹤0.01%	256

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ruggie Capital Group's PSX Position: Q1 2018 in Review

Ruggie Capital Group sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 51 shares — an estimated $5K sold.

Ruggie Capital Group first reported a position in PSX in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

Ruggie Capital Group reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
Ruggie Capital Group sold 51 Phillips 66 shares in Q1 2018, an estimated $5K.
Ruggie Capital Group first reported a position in Phillips 66 in Q4 2017 and held it in 1 quarter.
Ruggie Capital Group's Phillips 66 position peaked at $5K in Q4 2017.
1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Ruggie Capital Group's 13F filing for Q1 2018, filed 11 Apr 2018.