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BHF Kleinwort Benson Group’s Phillips 66 PSX Stock Holding History

BHF Kleinwort Benson Group’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
Q3 		– Sell
-2,928
Closed -$236K – 481
2015
Q2 		$236K Sell
2,928
-829
-22% -$65.9K 0.01% 378
2015
Q1 		$295K Sell
3,757
-333
-8% -$24.4K 0.01% 350
2014
Q4 		$293K Buy
4,090
+3,840
+1,536% +$283K 0.01% 319
2014
Q3 		$20K Hold
250
– – ﹤0.01% 505
2014
Q2 		$20K Sell
250
-12,675
-98% -$1.04M ﹤0.01% 507
2014
Q1 		$996K Buy
+12,925
New +$984K 0.03% 261

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BHF Kleinwort Benson Group's PSX Position: Q3 2015 in Review

BHF Kleinwort Benson Group sold out of Phillips 66 (PSX) in Q3 2015, closing a stake of 2,928 shares — an estimated $236K sold.

BHF Kleinwort Benson Group first reported a position in PSX in Q1 2014 and held it in 6 quarters. The position peaked at $996K in Q1 2014. 1,047 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • BHF Kleinwort Benson Group reported no remaining Phillips 66 position as of Q3 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 2,928 Phillips 66 shares in Q3 2015, an estimated $236K.
  • BHF Kleinwort Benson Group first reported a position in Phillips 66 in Q1 2014 and held it in 6 quarters.
  • BHF Kleinwort Benson Group's Phillips 66 position peaked at $996K in Q1 2014.
  • 1,047 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2015, filed 13 Nov 2015.