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Vantage Investment Advisors’s Phillips 66 PSX Stock Holding History

Vantage Investment 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
2018
Q3 		$19K Buy
468
+300
+179% +$34.7K ﹤0.01% 444
2018
Q2 		$19K Sell
168
-1,200
-88% -$135K ﹤0.01% 427
2018
Q1 		$131K Hold
1,368
– – 0.03% 173
2017
Q4 		$138K Hold
1,368
– – 0.03% 174
2017
Q3 		$125K Buy
1,368
+165
+14% +$14K 0.03% 170
2017
Q2 		$99K Buy
1,203
+35
+3% +$2.75K 0.03% 183
2017
Q1 		$93K Buy
1,168
+296
+34% +$23.8K 0.03% 183
2016
Q4 		$75K Hold
872
– – 0.03% 199
2016
Q3 		$70K Sell
872
-9
-1% -$700 0.03% 206
2016
Q2 		$70K Sell
881
-19
-2% -$1.55K 0.03% 219
2016
Q1 		$78K Sell
900
-100
-10% -$8.13K 0.03% 192
2015
Q4 		$82K Buy
1,000
+100
+11% +$8.63K 0.04% 182
2015
Q3 		$69K Hold
900
– – 0.04% 197
2015
Q2 		$73K Sell
900
-900
-50% -$71.5K 0.04% 198
2015
Q1 		$141K Buy
1,800
+900
+100% +$66.1K 0.04% 193
2014
Q4 		$65K Hold
900
– – 0.04% 212
2014
Q3 		$73K Sell
900
-288
-24% -$24K 0.04% 192
2014
Q2 		$96K Buy
1,188
+1,088
+1,088% +$89.6K 0.06% 169
2014
Q1 		$8K Hold
100
– – 0.01% 463
2013
Q4 		$8K Buy
+100
New +$6.67K 0.01% 430

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vantage Investment Advisors's PSX Position: Q3 2018 in Review

Vantage Investment Advisors increased its Phillips 66 (PSX) stake by 179% in Q3 2018, buying an estimated $34.7K and bringing the position to 468 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Vantage Investment Advisors first reported a position in PSX in Q4 2013 and has held it in 20 quarters since. The position peaked at $141K in Q1 2015. 1,386 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • Vantage Investment Advisors held 468 shares of Phillips 66 worth $19K as of Q3 2018.
  • Vantage Investment Advisors bought 300 Phillips 66 shares in Q3 2018, an estimated $34.7K.
  • Phillips 66 made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #444 holding.
  • Vantage Investment Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Phillips 66 position peaked at $141K in Q1 2015.
  • 1,386 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.