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WFG Advisors’s Phillips 66 PSX Stock Holding History

WFG 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
Q2 		$147K Sell
1,781
-522
-23% -$41K 0.03% 442
2017
Q1 		$182K Sell
2,303
-51
-2% -$4.11K 0.05% 350
2016
Q4 		$203K Sell
2,354
-444
-16% -$36.9K 0.05% 380
2016
Q3 		$225K Buy
2,798
+88
+3% +$6.84K 0.06% 339
2016
Q2 		$215K Sell
2,710
-785
-22% -$64.1K 0.06% 319
2016
Q1 		$303K Buy
3,495
+443
+15% +$36K 0.09% 232
2015
Q4 		$250K Sell
3,052
-632
-17% -$54.5K 0.07% 250
2015
Q3 		$283K Buy
3,684
+103
+3% +$8.19K 0.09% 219
2015
Q2 		$288K Sell
3,581
-447
-11% -$35.5K 0.08% 252
2015
Q1 		$317K Sell
4,028
-1,632
-29% -$120K 0.09% 244
2014
Q4 		$406K Sell
5,660
-1,956
-26% -$144K 0.08% 266
2014
Q3 		$619K Sell
7,616
-989
-11% -$82.3K 0.12% 212
2014
Q2 		$692K Buy
8,605
+835
+11% +$68.8K 0.13% 193
2014
Q1 		$599K Sell
7,770
-1,074
-12% -$81.8K 0.12% 203
2013
Q4 		$682K Buy
8,844
+82
+0.9% +$5.47K 0.1% 241
2013
Q3 		$507K Sell
8,762
-327
-4% -$19K 0.08% 280
2013
Q2 		$535K Buy
+9,089
New +$571K 0.09% 250

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's PSX Position: Q2 2017 in Review

WFG Advisors reduced its Phillips 66 (PSX) stake by 23% in Q2 2017, selling an estimated $41K and leaving 1,781 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #442.

WFG Advisors first reported a position in PSX in Q2 2013 and has held it in 17 quarters since. The position peaked at $692K in Q2 2014. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • WFG Advisors held 1,781 shares of Phillips 66 worth $147K as of Q2 2017.
  • WFG Advisors sold 522 Phillips 66 shares in Q2 2017, an estimated $41K.
  • Phillips 66 made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #442 holding.
  • WFG Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Phillips 66 position peaked at $692K in Q2 2014.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.