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Wharton Business Group’s Phillips 66 PSX Stock Holding History

Wharton Business Group’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
Q1 		– Sell
-2,855
Closed -$247K – 118
2016
Q4 		$247K Sell
2,855
-207
-7% -$17.2K 0.03% 101
2016
Q3 		$247K Sell
3,062
-180
-6% -$14K 0.03% 105
2016
Q2 		$257K Buy
3,242
+59
+2% +$4.82K 0.03% 113
2016
Q1 		$276K Sell
3,183
-125
-4% -$10.2K 0.03% 111
2015
Q4 		$271K Sell
3,308
-12,247
-79% -$1.06M 0.03% 108
2015
Q3 		$1.2M Buy
15,555
+105
+0.7% +$8.35K 0.12% 80
2015
Q2 		$1.25K Sell
15,450
-3,650
-19% -$290K 0.08% 84
2015
Q1 		$1.5M Buy
19,100
+1,943
+11% +$143K 0.12% 87
2014
Q4 		$1.23M Sell
17,157
-2,545
-13% -$188K 0.1% 89
2014
Q3 		$1.6M Buy
19,702
+1,046
+6% +$87.1K 0.14% 90
2014
Q2 		$1.5M Sell
18,656
-270
-1% -$22.2K 0.17% 87
2014
Q1 		$1.46M Sell
18,926
-260
-1% -$19.8K 0.12% 99
2013
Q4 		$1.48M Sell
19,186
-20,095
-51% -$1.34M 0.12% 98
2013
Q3 		$2.27M Hold
39,281
– – 0.19% 79
2013
Q2 		$2.31M Buy
+39,281
New +$2.47M 0.2% 77

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wharton Business Group's PSX Position: Q1 2017 in Review

Wharton Business Group sold out of Phillips 66 (PSX) in Q1 2017, closing a stake of 2,855 shares — an estimated $247K sold.

Wharton Business Group first reported a position in PSX in Q2 2013 and held it in 15 quarters. The position peaked at $2.31M in Q2 2013. 1,114 funds tracked by Wall St. Rank hold PSX as of Q1 2017.

  • Wharton Business Group reported no remaining Phillips 66 position as of Q1 2017 after selling out during the quarter.
  • Wharton Business Group sold 2,855 Phillips 66 shares in Q1 2017, an estimated $247K.
  • Wharton Business Group first reported a position in Phillips 66 in Q2 2013 and held it in 15 quarters.
  • Wharton Business Group's Phillips 66 position peaked at $2.31M in Q2 2013.
  • 1,114 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2017.

Based on Wharton Business Group's 13F filing for Q1 2017, filed 8 May 2017.