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BlackRock Institutional Trust’s Phillips 66 PSX Stock Holding History

BlackRock Institutional Trust’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
Q2 		– Sell
-17,100
Closed -$1.32M – 4015
2014
Q1 		$1.32M Buy
17,100
+4,900
+40% +$373K ﹤0.01% 3319
2013
Q4 		$941K Hold
12,200
– – ﹤0.01% 3416
2013
Q3 		$705K Buy
+12,200
New +$707K ﹤0.01% 3445

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock Institutional Trust's PSX Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Phillips 66 (PSX) stake by 0.87% in Q4 2016, buying an estimated $8.81M and bringing the position to 12,265,944 shares worth $1.06B. The position accounts for 0.16% of the portfolio, ranked #128.

BlackRock Institutional Trust first reported a position in PSX in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.27B in Q4 2013. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

  • BlackRock Institutional Trust held 12,265,944 shares of Phillips 66 worth $1.06B as of Q4 2016.
  • BlackRock Institutional Trust bought 105,928 Phillips 66 shares in Q4 2016, an estimated $8.81M.
  • Phillips 66 made up 0.16% of BlackRock Institutional Trust's portfolio in Q4 2016, its #128 holding.
  • BlackRock Institutional Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Phillips 66 position peaked at $1.27B in Q4 2013.
  • 1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.