S&CO Inc’s Phillips 66 PSX Stock Holding History

S&CO Inc’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
2017 Q1	–	Sell	-3,174	Closed	-$274K	–	189
2016 Q4	$274K	Buy	+3,174	New	+$264K	0.04%	165

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S&CO Inc's PSX Position: Q1 2017 in Review

S&CO Inc sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 3,174 shares — an estimated $274K sold.

S&CO Inc first reported a position in PSX in Q4 2016 and held it in 1 quarter. The position peaked at $274K in Q4 2016. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

S&CO Inc reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
S&CO Inc sold 3,174 Phillips 66 shares in Q1 2017, an estimated $274K.
S&CO Inc first reported a position in Phillips 66 in Q4 2016 and held it in 1 quarter.
S&CO Inc's Phillips 66 position peaked at $274K in Q4 2016.
1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on S&CO Inc's 13F filing for Q1 2017, filed 7 Apr 2017.