Solaris Asset Management’s Phillips 66 PSX Stock Holding History

Solaris Asset 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
2017 Q2	–	Sell	-83	Closed	-$7K	–	310
2017 Q1	$7K	Buy	+83	New	+$6.69K	﹤0.01%	239

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Solaris Asset Management's PSX Position: Q2 2017 in Review

Solaris Asset Management sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 83 shares — an estimated $7K sold.

Solaris Asset Management first reported a position in PSX in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

Solaris Asset Management reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
Solaris Asset Management sold 83 Phillips 66 shares in Q2 2017, an estimated $7K.
Solaris Asset Management first reported a position in Phillips 66 in Q1 2017 and held it in 1 quarter.
Solaris Asset Management's Phillips 66 position peaked at $7K in Q1 2017.
1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on Solaris Asset Management's 13F filing for Q2 2017, filed 1 Aug 2017.