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Sage Capital Advisors’s Phillips 66 PSX Stock Holding History

Sage Capital Advisors’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
-4,075
Closed -$412K – 90
2017
Q4 		$412K Hold
4,075
– – 0.27% 64
2017
Q3 		$373K Hold
4,075
– – 0.26% 65
2017
Q2 		$337K Buy
+4,075
New +$320K 0.25% 64

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 $5.72T 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 $530B 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 $871B AUM 31.28% 1-Year Est. Return

Sage Capital Advisors's PSX Position: Q1 2018 in Review

Sage Capital Advisors sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 4,075 shares — an estimated $412K sold.

Sage Capital Advisors first reported a position in PSX in Q2 2017 and held it in 3 quarters. The position peaked at $412K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • Sage Capital Advisors reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • Sage Capital Advisors sold 4,075 Phillips 66 shares in Q1 2018, an estimated $412K.
  • Sage Capital Advisors first reported a position in Phillips 66 in Q2 2017 and held it in 3 quarters.
  • Sage Capital Advisors's Phillips 66 position peaked at $412K in Q4 2017.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Sage Capital Advisors's 13F filing for Q1 2018, filed 1 May 2018.