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Barton Investment Management’s Phillips 66 PSX Stock Holding History

Barton Investment 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
2016
Q1 		– Sell
-159
Closed -$13K – 86
2015
Q4 		$13K Buy
+159
New +$13.7K ﹤0.01% 88

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Barton Investment Management's PSX Position: Q1 2016 in Review

Barton Investment Management sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 159 shares — an estimated $13K sold.

Barton Investment Management first reported a position in PSX in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 1,123 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Barton Investment Management reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 159 Phillips 66 shares in Q1 2016, an estimated $13K.
  • Barton Investment Management first reported a position in Phillips 66 in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's Phillips 66 position peaked at $13K in Q4 2015.
  • 1,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.