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Aris Wealth Services’s Phillips 66 PSX Stock Holding History

Aris Wealth Services’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
2015
Q3 		$8K Sell
110
-109
-50% -$8.66K 0.02% 244
2015
Q2 		$18K Hold
219
– – 0.02% 326
2015
Q1 		$17K Buy
+219
New +$16.1K 0.02% 326

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Aris Wealth Services's PSX Position: Q3 2015 in Review

Aris Wealth Services reduced its Phillips 66 (PSX) stake by 50% in Q3 2015, selling an estimated $8.66K and leaving 110 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #244.

Aris Wealth Services first reported a position in PSX in Q1 2015 and has held it in 3 quarters since. The position peaked at $18K in Q2 2015. 1,047 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Aris Wealth Services held 110 shares of Phillips 66 worth $8K as of Q3 2015.
  • Aris Wealth Services sold 109 Phillips 66 shares in Q3 2015, an estimated $8.66K.
  • Phillips 66 made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #244 holding.
  • Aris Wealth Services first reported a position in Phillips 66 in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Phillips 66 position peaked at $18K in Q2 2015.
  • 1,047 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.