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Aviance Capital Management’s Phillips 66 PSX Stock Holding History

Aviance Capital Management’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
2014
Q1 		– Sell
-444
Closed -$34K – 377
2013
Q4 		$34K Sell
444
-14
-3% -$934 0.02% 246
2013
Q3 		$26K Sell
458
-454
-50% -$26.3K 0.02% 245
2013
Q2 		$54K Buy
+912
New +$57.3K 0.03% 217

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviance Capital Management's PSX Position: Q1 2014 in Review

Aviance Capital Management sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 444 shares — an estimated $34K sold.

Aviance Capital Management first reported a position in PSX in Q2 2013 and held it in 3 quarters. The position peaked at $54K in Q2 2013. 1,018 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • Aviance Capital Management reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 444 Phillips 66 shares in Q1 2014, an estimated $34K.
  • Aviance Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Management's Phillips 66 position peaked at $54K in Q2 2013.
  • 1,018 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.