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Belmont Global Advisors’s Phillips 66 PSX Stock Holding History

Belmont Global Advisors’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
Q2 		– Sell
-7,100
Closed -$558K – 115
2015
Q1 		$558K Buy
+7,100
New +$521K 0.57% 45

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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Belmont Global Advisors's PSX Position: Q2 2015 in Review

Belmont Global Advisors sold out of Phillips 66 (PSX) in Q2 2015, closing a stake of 7,100 shares — an estimated $558K sold.

Belmont Global Advisors first reported a position in PSX in Q1 2015 and held it in 1 quarter. The position peaked at $558K in Q1 2015. 1,071 funds tracked by Wall St. Rank hold PSX as of Q2 2015.

  • Belmont Global Advisors reported no remaining Phillips 66 position as of Q2 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 7,100 Phillips 66 shares in Q2 2015, an estimated $558K.
  • Belmont Global Advisors first reported a position in Phillips 66 in Q1 2015 and held it in 1 quarter.
  • Belmont Global Advisors's Phillips 66 position peaked at $558K in Q1 2015.
  • 1,071 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2015.

Based on Belmont Global Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.