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BBT Capital Management’s Phillips 66 PSX Stock Holding History

BBT 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
-65,000
Closed -$5.01M – 325
2013
Q4 		$5.01M Buy
+65,000
New +$4.34M 0.23% 107

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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

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

BBT Capital Management sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 65,000 shares — an estimated $5.01M sold.

BBT Capital Management first reported a position in PSX in Q4 2013 and held it in 1 quarter. The position peaked at $5.01M in Q4 2013. 1,018 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • BBT Capital Management reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
  • BBT Capital Management sold 65,000 Phillips 66 shares in Q1 2014, an estimated $5.01M.
  • BBT Capital Management first reported a position in Phillips 66 in Q4 2013 and held it in 1 quarter.
  • BBT Capital Management's Phillips 66 position peaked at $5.01M in Q4 2013.
  • 1,018 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on BBT Capital Management's 13F filing for Q1 2014, filed 9 May 2014.