XK
PSX icon

Xact Kapitalforvaltning’s Phillips 66 PSX Stock Holding History

Xact Kapitalforvaltning’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 		– Sell
-35,826
Closed -$2.84M – 649
2017
Q1 		$2.84M Buy
35,826
+2,136
+6% +$172K 0.09% 256
2016
Q4 		$2.91M Buy
33,690
+2,217
+7% +$184K 0.1% 228
2016
Q3 		$2.54M Buy
+31,473
New +$2.45M 0.09% 260

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

Xact Kapitalforvaltning's PSX Position: Q2 2017 in Review

Xact Kapitalforvaltning sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 35,826 shares — an estimated $2.84M sold.

Xact Kapitalforvaltning first reported a position in PSX in Q3 2016 and held it in 3 quarters. The position peaked at $2.91M in Q4 2016. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • Xact Kapitalforvaltning reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
  • Xact Kapitalforvaltning sold 35,826 Phillips 66 shares in Q2 2017, an estimated $2.84M.
  • Xact Kapitalforvaltning first reported a position in Phillips 66 in Q3 2016 and held it in 3 quarters.
  • Xact Kapitalforvaltning's Phillips 66 position peaked at $2.91M in Q4 2016.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on Xact Kapitalforvaltning's 13F filing for Q2 2017, filed 7 Jul 2017.