SL Advisors’s Phillips 66 PSX Stock Holding History

SL 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
2016 Q4	–	Sell	-23,453	Closed	-$1.89M	–	57
2016 Q3	$1.89M	Buy	23,453 +1,457	+7%	+$113K	1.52%	21
2016 Q2	$1.75M	Buy	+21,996	New	+$1.8M	1.62%	19

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SL Advisors's PSX Position: Q4 2016 in Review

SL Advisors sold out of Phillips 66 (PSX) in Q4 2016, closing a stake of 23,453 shares — an estimated $1.89M sold.

SL Advisors first reported a position in PSX in Q2 2016 and held it in 2 quarters. The position peaked at $1.89M in Q3 2016. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

SL Advisors reported no remaining Phillips 66 position as of Q4 2016 after selling out during the quarter.
SL Advisors sold 23,453 Phillips 66 shares in Q4 2016, an estimated $1.89M.
SL Advisors first reported a position in Phillips 66 in Q2 2016 and held it in 2 quarters.
SL Advisors's Phillips 66 position peaked at $1.89M in Q3 2016.
1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on SL Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.