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Vontobel Swiss Wealth Advisors’s Phillips 66 PSX Stock Holding History

Vontobel Swiss Wealth 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
2017
Q4 		– Sell
-2,500
Closed -$229K – 88
2017
Q3 		$229K Buy
+2,500
New +$212K 0.14% 66

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BlackRock
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State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PSX Position: Q4 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 2,500 shares — an estimated $229K sold.

Vontobel Swiss Wealth Advisors first reported a position in PSX in Q3 2017 and held it in 1 quarter. The position peaked at $229K in Q3 2017. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,500 Phillips 66 shares in Q4 2017, an estimated $229K.
  • Vontobel Swiss Wealth Advisors first reported a position in Phillips 66 in Q3 2017 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Phillips 66 position peaked at $229K in Q3 2017.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.