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Signature Financial Management’s Phillips 66 PSX Stock Holding History

Signature Financial Management’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
-2,310
Closed -$260K – 157
2018
Q3 		$260K Hold
2,310
– – 0.05% 133
2018
Q2 		$259K Buy
+2,310
New +$260K 0.05% 137

Other funds holding PSX

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Signature Financial Management's PSX Position: Q4 2018 in Review

Signature Financial Management sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 2,310 shares — an estimated $260K sold.

Signature Financial Management first reported a position in PSX in Q2 2018 and held it in 2 quarters. The position peaked at $260K in Q3 2018. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Signature Financial Management reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 2,310 Phillips 66 shares in Q4 2018, an estimated $260K.
  • Signature Financial Management first reported a position in Phillips 66 in Q2 2018 and held it in 2 quarters.
  • Signature Financial Management's Phillips 66 position peaked at $260K in Q3 2018.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.