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SFE Investment Counsel’s Phillips 66 PSX Stock Holding History

SFE Investment Counsel’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
Q4 		– Sell
-1,929
Closed -$217K – 124
2018
Q3 		$217K Sell
1,929
-99
-5% -$11.4K 0.08% 121
2018
Q2 		$228K Buy
+2,028
New +$228K 0.09% 120
2018
Q1 		– Sell
-2,100
Closed -$212K – 106
2017
Q4 		$212K Buy
+2,100
New +$200K 0.09% 111
2016
Q2 		– Sell
-2,500
Closed -$216K – 98
2016
Q1 		$216K Hold
2,500
– – 0.1% 91
2015
Q4 		$204K Sell
2,500
-1,200
-32% -$104K 0.1% 91
2015
Q3 		$284K Sell
3,700
-135
-4% -$10.7K 0.14% 87
2015
Q2 		$309K Buy
+3,835
New +$305K 0.13% 89

Other funds holding PSX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFE Investment Counsel's PSX Position: Q4 2018 in Review

SFE Investment Counsel sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1,929 shares — an estimated $217K sold.

SFE Investment Counsel first reported a position in PSX in Q2 2015 and held it in 7 quarters. The position peaked at $309K in Q2 2015. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • SFE Investment Counsel reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • SFE Investment Counsel sold 1,929 Phillips 66 shares in Q4 2018, an estimated $217K.
  • SFE Investment Counsel first reported a position in Phillips 66 in Q2 2015 and held it in 7 quarters.
  • SFE Investment Counsel's Phillips 66 position peaked at $309K in Q2 2015.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on SFE Investment Counsel's 13F filing for Q4 2018, filed 7 Feb 2019.