Stephen W. Kidder’s Phillips 66 PSX Stock Holding History

Stephen W. Kidder’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
2019 Q1	–	Sell	-3,182	Closed	-$274K	–	80
2018 Q4	$274K	Hold	3,182	–	–	0.12%	66
2018 Q3	$359K	Hold	3,182	–	–	0.13%	71
2018 Q2	$358K	Hold	3,182	–	–	0.14%	70
2018 Q1	$305K	Sell	3,182 -127	-4%	-$12.4K	0.12%	81
2017 Q4	$335K	Hold	3,309	–	–	0.12%	78
2017 Q3	$303K	Hold	3,309	–	–	0.11%	79
2017 Q2	$273K	Hold	3,309	–	–	0.1%	84
2017 Q1	$262K	Hold	3,309	–	–	0.1%	85
2016 Q4	$286K	Hold	3,309	–	–	0.12%	86
2016 Q3	$267K	Sell	3,309 -202	-6%	-$15.7K	0.11%	90
2016 Q2	$278K	Sell	3,511 -100	-3%	-$8.17K	0.11%	91
2016 Q1	$312K	Hold	3,611	–	–	0.13%	84
2015 Q4	$296K	Buy	+3,611	New	+$312K	0.13%	85

Other funds holding PSX

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephen W. Kidder's PSX Position: Q1 2019 in Review

Stephen W. Kidder sold out of Phillips 66 (PSX) in Q1 2019, closing a stake of 3,182 shares — an estimated $274K sold.

Stephen W. Kidder first reported a position in PSX in Q4 2015 and held it in 13 quarters. The position peaked at $359K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold PSX as of Q1 2019.

Stephen W. Kidder reported no remaining Phillips 66 position as of Q1 2019 after selling out during the quarter.
Stephen W. Kidder sold 3,182 Phillips 66 shares in Q1 2019, an estimated $274K.
Stephen W. Kidder first reported a position in Phillips 66 in Q4 2015 and held it in 13 quarters.
Stephen W. Kidder's Phillips 66 position peaked at $359K in Q3 2018.
1,400 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2019.

Based on Stephen W. Kidder's 13F filing for Q1 2019, filed 1 May 2019.