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Seven Bridges Advisors’s Phillips 66 PSX Stock Holding History

Seven Bridges 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
-16,005
Closed -$1.62M – 73
2017
Q4 		$1.62M Hold
16,005
– – 1.31% 19
2017
Q3 		$1.47M Sell
16,005
-1,350
-8% -$114K 1.23% 20
2017
Q2 		$1.44M Buy
17,355
+204
+1% +$16K 1.28% 20
2017
Q1 		$1.36M Buy
17,151
+3,440
+25% +$277K 1.29% 18
2016
Q4 		$1.19M Sell
13,711
-2,329
-15% -$194K 1.21% 23
2016
Q3 		$1.29M Sell
16,040
-1,738
-10% -$135K 1.15% 23
2016
Q2 		$1.41M Buy
17,778
+1,352
+8% +$110K 1.21% 24
2016
Q1 		$1.42M Buy
16,426
+942
+6% +$76.6K 1.12% 25
2015
Q4 		$1.27M Buy
+15,484
New +$1.34M 1.27% 21

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

Seven Bridges Advisors's PSX Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 16,005 shares — an estimated $1.62M sold.

Seven Bridges Advisors first reported a position in PSX in Q4 2015 and held it in 9 quarters. The position peaked at $1.62M in Q4 2017. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 16,005 Phillips 66 shares in Q1 2018, an estimated $1.62M.
  • Seven Bridges Advisors first reported a position in Phillips 66 in Q4 2015 and held it in 9 quarters.
  • Seven Bridges Advisors's Phillips 66 position peaked at $1.62M in Q4 2017.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.