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Yellowstone Partners’s Phillips 66 PSX Stock Holding History

Yellowstone Partners’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
Q4 		– Sell
-3,140
Closed -$288K – 208
2017
Q3 		$288K Buy
+3,140
New +$266K 0.15% 139
2016
Q3 		$360K Buy
4,467
+1,509
+51% +$117K 0.13% 141
2016
Q2 		$235K Sell
2,958
-40
-1% -$3.27K 0.1% 167
2016
Q1 		$260K Buy
+2,998
New +$244K 0.11% 154

Other funds holding PSX

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

Yellowstone Partners's PSX Position: Q4 2017 in Review

Yellowstone Partners sold out of Phillips 66 (PSX) in Q4 2017, closing a stake of 3,140 shares — an estimated $288K sold.

Yellowstone Partners first reported a position in PSX in Q1 2016 and held it in 4 quarters. The position peaked at $360K in Q3 2016. 1,278 funds tracked by Wall St. Rank hold PSX as of Q4 2017.

  • Yellowstone Partners reported no remaining Phillips 66 position as of Q4 2017 after selling out during the quarter.
  • Yellowstone Partners sold 3,140 Phillips 66 shares in Q4 2017, an estimated $288K.
  • Yellowstone Partners first reported a position in Phillips 66 in Q1 2016 and held it in 4 quarters.
  • Yellowstone Partners's Phillips 66 position peaked at $360K in Q3 2016.
  • 1,278 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.