Ancora Family Wealth Advisors’s Phillips 66 PSX Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$2.39M	Buy	29,676 +171	+0.6%	+$13.3K	0.81%	36
2016 Q2	$2.34M	Sell	29,505 -654	-2%	-$53.4K	0.89%	30
2016 Q1	$2.61M	Sell	30,159 -145	-0.5%	-$11.8K	1.06%	25
2015 Q4	$2.48M	Sell	30,304 -5,481	-15%	-$473K	1.06%	25
2015 Q3	$2.75M	Buy	+35,785	New	+$2.84M	1.15%	21

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Ancora Family Wealth Advisors's PSX Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Phillips 66 (PSX) stake by 0.58% in Q3 2016, buying an estimated $13.3K and bringing the position to 29,676 shares worth $2.39M. The position accounts for 0.81% of the portfolio, ranked #36.

Ancora Family Wealth Advisors first reported a position in PSX in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.75M in Q3 2015. 1,086 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

Ancora Family Wealth Advisors held 29,676 shares of Phillips 66 worth $2.39M as of Q3 2016.
Ancora Family Wealth Advisors bought 171 Phillips 66 shares in Q3 2016, an estimated $13.3K.
Phillips 66 made up 0.81% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #36 holding.
Ancora Family Wealth Advisors first reported a position in Phillips 66 in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Phillips 66 position peaked at $2.75M in Q3 2015.
1,086 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.