Atherton Lane Advisers’s Phillips 66 PSX Stock Holding History

Atherton Lane Advisers’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 Q4	$458K	Sell	5,593 -32	-0.6%	-$2.76K	0.03%	148
2015 Q3	$432K	Buy	5,625 +192	+4%	+$15.3K	0.03%	146
2015 Q2	$438K	Buy	5,433 +9	+0.2%	+$715	0.02%	153
2015 Q1	$426K	Sell	5,424 -142	-3%	-$10.4K	0.02%	176
2014 Q4	$399K	Buy	5,566 +50	+0.9%	+$3.69K	0.02%	196
2014 Q3	$449K	Sell	5,516 -519	-9%	-$43.2K	0.03%	186
2014 Q2	$485K	Buy	+6,035	New	+$497K	0.03%	185

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atherton Lane Advisers's PSX Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Phillips 66 (PSX) stake by 0.57% in Q4 2015, selling an estimated $2.76K and leaving 5,593 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #148.

Atherton Lane Advisers first reported a position in PSX in Q2 2014 and has held it in 7 quarters since. The position peaked at $485K in Q2 2014. 1,125 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

Atherton Lane Advisers held 5,593 shares of Phillips 66 worth $458K as of Q4 2015.
Atherton Lane Advisers sold 32 Phillips 66 shares in Q4 2015, an estimated $2.76K.
Phillips 66 made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #148 holding.
Atherton Lane Advisers first reported a position in Phillips 66 in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's Phillips 66 position peaked at $485K in Q2 2014.
1,125 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.