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Woodard & Company Asset Management Group’s Phillips 66 PSX Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-66
Closed -$7K – 187
2018
Q3 		$7K Buy
66
+38
+136% +$4.39K 0.01% 179
2018
Q2 		$3.15K Hold
28
– – ﹤0.01% 186
2018
Q1 		$3K Sell
28
-325
-92% -$31.6K ﹤0.01% 192
2017
Q4 		$36K Buy
+353
New +$33.6K 0.03% 119

Other funds holding PSX

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodard & Company Asset Management Group's PSX Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 66 shares — an estimated $7K sold.

Woodard & Company Asset Management Group first reported a position in PSX in Q4 2017 and held it in 4 quarters. The position peaked at $36K in Q4 2017. 1,356 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 66 Phillips 66 shares in Q4 2018, an estimated $7K.
  • Woodard & Company Asset Management Group first reported a position in Phillips 66 in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Phillips 66 position peaked at $36K in Q4 2017.
  • 1,356 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.