Vantage Investment Partners’s Phillips 66 PSX Stock Holding History

Vantage Investment Partners’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 Q4	–	Sell	-66,360	Closed	-$6.08M	–	83
2017 Q3	$6.08M	Sell	66,360 -3,368	-5%	-$285K	0.47%	49
2017 Q2	$5.77M	Buy	69,728 +1,307	+2%	+$103K	0.52%	44
2017 Q1	$5.42M	Sell	68,421 -17,161	-20%	-$1.38M	0.6%	43
2016 Q4	$7.39M	Hold	85,582	–	–	0.98%	28
2016 Q3	$6.89M	Buy	85,582 +21,935	+34%	+$1.71M	0.89%	34
2016 Q2	$5.05M	Buy	63,647 +17,166	+37%	+$1.4M	0.53%	44
2016 Q1	$4.03M	Buy	46,481 +456	+1%	+$37.1K	0.48%	40
2015 Q4	$3.77M	Sell	46,025 -223	-0.5%	-$19.2K	0.6%	41
2015 Q3	$3.55M	Buy	46,248 +20,293	+78%	+$1.61M	0.64%	40
2015 Q2	$2.09M	Buy	+25,955	New	+$2.06M	0.57%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vantage Investment Partners's PSX Position: Q4 2017 in Review

Vantage Investment Partners sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 66,360 shares — an estimated $6.08M sold.

Vantage Investment Partners first reported a position in PSX in Q2 2015 and held it in 10 quarters. The position peaked at $7.39M in Q4 2016. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

Vantage Investment Partners reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
Vantage Investment Partners sold 66,360 Phillips 66 shares in Q4 2017, an estimated $6.08M.
Vantage Investment Partners first reported a position in Phillips 66 in Q2 2015 and held it in 10 quarters.
Vantage Investment Partners's Phillips 66 position peaked at $7.39M in Q4 2016.
1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Vantage Investment Partners's 13F filing for Q4 2017, filed 14 Feb 2018.