Santori & Peters Inc’s Phillips 66 PSX Stock Holding History

Santori & Peters 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
2018 Q1	–	Sell	-135	Closed	-$12K	–	403
2017 Q4	$12K	Buy	+135	New	+$12.8K	0.01%	271

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

Santori & Peters Inc's PSX Position: Q1 2018 in Review

Santori & Peters Inc sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 135 shares — an estimated $12K sold.

Santori & Peters Inc first reported a position in PSX in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

Santori & Peters Inc reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 135 Phillips 66 shares in Q1 2018, an estimated $12K.
Santori & Peters Inc first reported a position in Phillips 66 in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Phillips 66 position peaked at $12K in Q4 2017.
1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.