Threshold Group’s Phillips 66 PSX Stock Holding History

Threshold 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
2017 Q3	$572K	Hold	6,244	–	–	0.46%	32
2017 Q2	$516K	Buy	+6,244	New	+$490K	0.46%	26

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

Threshold Group's PSX Position: Q3 2017 in Review

Threshold Group held its Phillips 66 (PSX) position steady in Q3 2017 at 6,244 shares worth $572K. The position accounts for 0.46% of the portfolio, ranked #32.

Threshold Group first reported a position in PSX in Q2 2017 and has held it in 2 quarters since. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

Threshold Group held 6,244 shares of Phillips 66 worth $572K as of Q3 2017.
Threshold Group left its Phillips 66 share count unchanged in Q3 2017.
Phillips 66 made up 0.46% of Threshold Group's portfolio in Q3 2017, its #32 holding.
Threshold Group first reported a position in Phillips 66 in Q2 2017 and has held it in 2 quarters since.
1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.