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Winfield Associates’s Phillips 66 PSX Stock Holding History

Winfield Associates’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
Q1 		– Sell
-1,655
Closed -$168K – 511
2017
Q4 		$168K Hold
1,655
– – 0.09% 129
2017
Q3 		$152K Buy
1,655
+5
+0.3% +$424 0.08% 126
2017
Q2 		$136K Sell
1,650
-5
-0.3% -$393 0.08% 131
2017
Q1 		$131K Sell
1,655
-5
-0.3% -$403 0.07% 135
2016
Q4 		$144K Buy
1,660
+5
+0.3% +$416 0.09% 126
2016
Q3 		$133K Buy
1,655
+25
+2% +$1.94K 0.08% 129
2016
Q2 		$129K Sell
1,630
-170
-9% -$13.9K 0.08% 128
2016
Q1 		$156K Sell
1,800
-100
-5% -$8.13K 0.11% 112
2015
Q4 		$155K Hold
1,900
– – 0.1% 113
2015
Q3 		$146K Hold
1,900
– – 0.11% 116
2015
Q2 		$153K Buy
1,900
+300
+19% +$23.8K 0.1% 121
2015
Q1 		$126K Sell
1,600
-400
-20% -$29.4K 0.09% 130
2014
Q4 		$143K Sell
2,000
-50
-2% -$3.69K 0.11% 128
2014
Q3 		$167K Hold
2,050
– – 0.12% 125
2014
Q2 		$164K Sell
2,050
-210
-9% -$17.3K 0.12% 132
2014
Q1 		$174K Sell
2,260
-790
-26% -$60.1K 0.14% 120
2013
Q4 		$235K Buy
+3,050
New +$203K 0.19% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Winfield Associates's PSX Position: Q1 2018 in Review

Winfield Associates sold out of Phillips 66 (PSX) in Q1 2018, closing a stake of 1,655 shares — an estimated $168K sold.

Winfield Associates first reported a position in PSX in Q4 2013 and held it in 17 quarters. The position peaked at $235K in Q4 2013. 1,282 funds tracked by Wall St. Rank hold PSX as of Q1 2018.

  • Winfield Associates reported no remaining Phillips 66 position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,655 Phillips 66 shares in Q1 2018, an estimated $168K.
  • Winfield Associates first reported a position in Phillips 66 in Q4 2013 and held it in 17 quarters.
  • Winfield Associates's Phillips 66 position peaked at $235K in Q4 2013.
  • 1,282 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.