TVR Capital Management’s Phillips 66 PSX Stock Holding History

TVR Capital 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 Q3	–	Sell	-20,000	Closed	-$1.65M	–	54
2017 Q2	$1.65M	Buy	+20,000	New	+$1.57M	0.45%	36

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TVR Capital Management's PSX Position: Q3 2017 in Review

TVR Capital Management sold out of Phillips 66 (PSX) in Q3 2017, closing a stake of 20,000 shares — an estimated $1.65M sold.

TVR Capital Management first reported a position in PSX in Q2 2017 and held it in 1 quarter. The position peaked at $1.65M in Q2 2017. 1,147 funds tracked by Wall St. Rank hold PSX as of Q3 2017.

TVR Capital Management reported no remaining Phillips 66 position as of Q3 2017 after selling out during the quarter.
TVR Capital Management sold 20,000 Phillips 66 shares in Q3 2017, an estimated $1.65M.
TVR Capital Management first reported a position in Phillips 66 in Q2 2017 and held it in 1 quarter.
TVR Capital Management's Phillips 66 position peaked at $1.65M in Q2 2017.
1,147 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2017.

Based on TVR Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.