Sharkey, Howes & Javer’s Phillips 66 PSX Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-200	Closed	-$19K	–	142
2019 Q2	$19K	Hold	200	–	–	0.01%	138
2019 Q1	$19K	Sell	200 -45	-18%	-$4.28K	0.01%	139
2018 Q4	$21K	Hold	245	–	–	0.01%	134
2018 Q3	$28K	Hold	245	–	–	0.01%	132
2018 Q2	$28K	Hold	245	–	–	0.02%	126
2018 Q1	$23K	Hold	245	–	–	0.01%	125
2017 Q4	$25K	Hold	245	–	–	0.01%	123
2017 Q3	$23K	Hold	245	–	–	0.01%	125
2017 Q2	$20K	Sell	245 -16	-6%	-$1.26K	0.01%	128
2017 Q1	$21K	Hold	261	–	–	0.01%	137
2016 Q4	$23K	Hold	261	–	–	0.01%	132
2016 Q3	$21K	Hold	261	–	–	0.01%	135
2016 Q2	$21K	Hold	261	–	–	0.01%	133
2016 Q1	$23K	Hold	261	–	–	0.02%	135
2015 Q4	$21K	Buy	261 +16	+7%	+$1.38K	0.01%	154
2015 Q3	$20K	Hold	245	–	–	0.02%	152
2015 Q2	$20K	Sell	245 -105	-30%	-$8.35K	0.02%	141
2015 Q1	$28K	Buy	+350	New	+$25.7K	0.02%	139

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sharkey, Howes & Javer's PSX Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Phillips 66 (PSX) in Q3 2019, closing a stake of 200 shares — an estimated $19K sold.

Sharkey, Howes & Javer first reported a position in PSX in Q1 2015 and held it in 18 quarters. The position peaked at $28K in Q3 2018. 1,390 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Phillips 66 position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 200 Phillips 66 shares in Q3 2019, an estimated $19K.
Sharkey, Howes & Javer first reported a position in Phillips 66 in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Phillips 66 position peaked at $28K in Q3 2018.
1,390 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.