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Winthrop Partners - WNY’s Phillips 66 PSX Stock Holding History

Winthrop Partners - WNY’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
2019
Q3 		$9.22K Hold
90
– – 0.01% 254
2019
Q2 		$8.42K Hold
90
– – 0.01% 199
2019
Q1 		$8.56K Hold
90
– – 0.01% 200
2018
Q4 		$7.75K Sell
90
-210
-70% -$20.5K 0.01% 208
2018
Q3 		$33.8K Sell
300
-149
-33% -$17.2K 0.03% 193
2018
Q2 		$50.4K Hold
449
– – 0.04% 181
2018
Q1 		$43.9K Buy
+449
New +$43.7K 0.03% 224

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winthrop Partners - WNY's PSX Position: Q3 2019 in Review

Winthrop Partners - WNY held its Phillips 66 (PSX) position steady in Q3 2019 at 90 shares worth $9.22K. The position accounts for 0.01% of the portfolio, ranked #254.

Winthrop Partners - WNY first reported a position in PSX in Q1 2018 and has held it in 7 quarters since. The position peaked at $50.4K in Q2 2018. 1,389 funds tracked by Wall St. Rank hold PSX as of Q3 2019.

  • Winthrop Partners - WNY held 90 shares of Phillips 66 worth $9.22K as of Q3 2019.
  • Winthrop Partners - WNY left its Phillips 66 share count unchanged in Q3 2019.
  • Phillips 66 made up 0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #254 holding.
  • Winthrop Partners - WNY first reported a position in Phillips 66 in Q1 2018 and has held it in 7 quarters since.
  • Winthrop Partners - WNY's Phillips 66 position peaked at $50.4K in Q2 2018.
  • 1,389 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.