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AFT Forsyth & Company’s Phillips 66 PSX Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$151K Buy
2,616
+75
+3% +$4.35K 0.2% 119
2013
Q2 		$150K Buy
+2,541
New +$160K 0.21% 105

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

AFT Forsyth & Company's PSX Position: Q3 2013 in Review

AFT Forsyth & Company increased its Phillips 66 (PSX) stake by 3% in Q3 2013, buying an estimated $4.35K and bringing the position to 2,616 shares worth $151K. The position accounts for 0.2% of the portfolio, ranked #119.

AFT Forsyth & Company first reported a position in PSX in Q2 2013 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

  • AFT Forsyth & Company held 2,616 shares of Phillips 66 worth $151K as of Q3 2013.
  • AFT Forsyth & Company bought 75 Phillips 66 shares in Q3 2013, an estimated $4.35K.
  • Phillips 66 made up 0.2% of AFT Forsyth & Company's portfolio in Q3 2013, its #119 holding.
  • AFT Forsyth & Company first reported a position in Phillips 66 in Q2 2013 and has held it in 2 quarters since.
  • 910 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.