SteelBridge Private Wealth Advisors’s Phillips 66 PSX Stock Holding History

SteelBridge Private Wealth 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
2017 Q3	–	Sell	-2,922	Closed	-$242K	–	54
2017 Q2	$242K	Hold	2,922	–	–	0.34%	62
2017 Q1	$231K	Buy	2,922 +210	+8%	+$16.9K	0.35%	57
2016 Q4	$221K	Hold	2,712	–	–	0.35%	56
2016 Q3	$218K	Buy	+2,712	New	+$211K	0.63%	40
2016 Q2	–	Sell	-2,347	Closed	-$203K	–	52
2016 Q1	$203K	Buy	+2,347	New	+$191K	0.41%	46

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

SteelBridge Private Wealth Advisors's PSX Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of Phillips 66 (PSX) in Q3 2017, closing a stake of 2,922 shares — an estimated $242K sold.

SteelBridge Private Wealth Advisors first reported a position in PSX in Q1 2016 and held it in 5 quarters. The position peaked at $242K in Q2 2017. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining Phillips 66 position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 2,922 Phillips 66 shares in Q3 2017, an estimated $242K.
SteelBridge Private Wealth Advisors first reported a position in Phillips 66 in Q1 2016 and held it in 5 quarters.
SteelBridge Private Wealth Advisors's Phillips 66 position peaked at $242K in Q2 2017.
1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.