Belvedere Trading’s Phillips 66 PSX Stock Holding History

Belvedere Trading’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 Q1	–	Sell	-5,200	Closed	-$373K	–	275
2014 Q4	$373K	Buy	+5,200	New	+$384K	﹤0.01%	285

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belvedere Trading's PSX Position: Q1 2015 in Review

Belvedere Trading sold out of Phillips 66 (PSX) in Q1 2015, closing a stake of 12,480 shares — an estimated $895K sold.

Belvedere Trading first reported a position in PSX in Q4 2014 and held it in 1 quarter. The position peaked at $895K in Q4 2014. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Belvedere Trading reported no remaining Phillips 66 position as of Q1 2015 after selling out during the quarter.
Belvedere Trading sold 12,480 Phillips 66 shares in Q1 2015, an estimated $895K.
Belvedere Trading first reported a position in Phillips 66 in Q4 2014 and held it in 1 quarter.
Belvedere Trading's Phillips 66 position peaked at $895K in Q4 2014.
1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Belvedere Trading's 13F filing for Q1 2015, filed 14 May 2015.