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Signature Wealth Management Group’s Phillips 66 PSX Stock Holding History

Signature Wealth Management Group’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
-63
Closed -$6K – 244
2018
Q3 		$6K Hold
63
– – ﹤0.01% 236
2018
Q2 		$7K Hold
63
– – 0.01% 216
2018
Q1 		$6K Hold
63
– – ﹤0.01% 233
2017
Q4 		$6K Buy
+63
New +$5.99K ﹤0.01% 240

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

Signature Wealth Management Group's PSX Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 63 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in PSX in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 63 Phillips 66 shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in Phillips 66 in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Phillips 66 position peaked at $7K in Q2 2018.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.