BMO
PSX icon

Beck Mack & Oliver’s Phillips 66 PSX Stock Holding History

Beck Mack & Oliver’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
-2,690
Closed -$220K – 294
2015
Q4 		$220K Hold
2,690
– – 0.01% 257
2015
Q3 		$207K Buy
2,690
+40
+2% +$3.18K 0.01% 288
2015
Q2 		$213K Sell
2,650
-59
-2% -$4.69K 0.01% 318
2015
Q1 		$213K Buy
+2,709
New +$199K 0.01% 334
2014
Q4 		– Sell
-2,650
Closed -$215K – 381
2014
Q3 		$215K Sell
2,650
-50
-2% -$4.16K 0.01% 331
2014
Q2 		$217K Sell
2,700
-200
-7% -$16.5K ﹤0.01% 337
2014
Q1 		$223K Sell
2,900
-1,396
-32% -$106K 0.01% 319
2013
Q4 		$331K Buy
+4,296
New +$287K 0.01% 276

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
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

Beck Mack & Oliver's PSX Position: Q1 2016 in Review

Beck Mack & Oliver sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 2,690 shares — an estimated $220K sold.

Beck Mack & Oliver first reported a position in PSX in Q4 2013 and held it in 8 quarters. The position peaked at $331K in Q4 2013. 1,122 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Beck Mack & Oliver reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Beck Mack & Oliver sold 2,690 Phillips 66 shares in Q1 2016, an estimated $220K.
  • Beck Mack & Oliver first reported a position in Phillips 66 in Q4 2013 and held it in 8 quarters.
  • Beck Mack & Oliver's Phillips 66 position peaked at $331K in Q4 2013.
  • 1,122 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Beck Mack & Oliver's 13F filing for Q1 2016, filed 27 Apr 2016.