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Wealthfront’s Phillips 66 PSX Stock Holding History

Wealthfront’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 		$915K Sell
8,114
-1,449
-15% -$168K 0.01% 270
2018
Q2 		$1.07M Buy
9,563
+3,085
+48% +$347K 0.01% 233
2018
Q1 		$621K Buy
6,478
+278
+4% +$27.1K 0.01% 351
2017
Q4 		$627K Buy
6,200
+372
+6% +$35.4K 0.01% 313
2017
Q3 		$534K Buy
5,828
+305
+6% +$25.8K 0.01% 310
2017
Q2 		$457K Buy
5,523
+285
+5% +$22.4K 0.01% 292
2017
Q1 		$415K Sell
5,238
-504
-9% -$40.6K 0.01% 267
2016
Q4 		$496K Buy
5,742
+553
+11% +$46K 0.01% 202
2016
Q3 		$418K Sell
5,189
-2,400
-32% -$187K 0.01% 215
2016
Q2 		$602K Buy
7,589
+783
+12% +$63.9K 0.02% 145
2016
Q1 		$589K Sell
6,806
-70
-1% -$5.69K 0.02% 135
2015
Q4 		$562K Buy
6,876
+965
+16% +$83.3K 0.02% 130
2015
Q3 		$454K Buy
5,911
+1,022
+21% +$81.2K 0.02% 144
2015
Q2 		$394K Buy
4,889
+765
+19% +$60.8K 0.02% 142
2015
Q1 		$324K Buy
4,124
+1,654
+67% +$121K 0.02% 145
2014
Q4 		$177K Sell
2,470
-1,529
-38% -$113K 0.01% 244
2014
Q3 		$325K Buy
3,999
+1,165
+41% +$97K 0.02% 86
2014
Q2 		$231K Buy
2,834
+1,166
+70% +$96K 0.02% 91
2014
Q1 		$133K Buy
+1,668
New +$127K 0.02% 93

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

Wealthfront's PSX Position: Q3 2018 in Review

Wealthfront reduced its Phillips 66 (PSX) stake by 15% in Q3 2018, selling an estimated $168K and leaving 8,114 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #270.

Wealthfront first reported a position in PSX in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2018. 1,387 funds tracked by Wall St. Rank hold PSX as of Q3 2018.

  • Wealthfront held 8,114 shares of Phillips 66 worth $915K as of Q3 2018.
  • Wealthfront sold 1,449 Phillips 66 shares in Q3 2018, an estimated $168K.
  • Phillips 66 made up 0.01% of Wealthfront's portfolio in Q3 2018, its #270 holding.
  • Wealthfront first reported a position in Phillips 66 in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Phillips 66 position peaked at $1.07M in Q2 2018.
  • 1,387 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.