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TLP Group’s Phillips 66 PSX Stock Holding History

TLP 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
2018
Q4 		– Sell
-1
Closed – – 309
2018
Q3 		$0 Sell
1
-341
-100% -$39.4K ﹤0.01% 526
2018
Q2 		$38K Buy
+342
New +$38.4K 0.06% 232
2018
Q1 		– Sell
-232
Closed -$23K – 581
2017
Q4 		$23K Buy
232
+98
+73% +$9.32K 0.02% 247
2017
Q3 		$12K Sell
134
-942
-88% -$79.8K 0.01% 345
2017
Q2 		$89K Buy
1,076
+976
+976% +$76.6K 0.08% 201
2017
Q1 		$8K Buy
+100
New +$8.06K 0.01% 258
2016
Q4 		– Sell
-919
Closed -$74K – 353
2016
Q3 		$74K Buy
919
+196
+27% +$15.2K 0.08% 236
2016
Q2 		$57K Sell
723
-6,477
-90% -$529K 0.04% 255
2016
Q1 		$623K Buy
+7,200
New +$585K 0.38% 85

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TLP Group's PSX Position: Q4 2018 in Review

TLP Group sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 1 share.

TLP Group first reported a position in PSX in Q1 2016 and held it in 9 quarters. The position peaked at $623K in Q1 2016. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • TLP Group reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • TLP Group sold 1 Phillips 66 share in Q4 2018.
  • TLP Group first reported a position in Phillips 66 in Q1 2016 and held it in 9 quarters.
  • TLP Group's Phillips 66 position peaked at $623K in Q1 2016.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on TLP Group's 13F filing for Q4 2018, filed 14 Feb 2019.