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Chartist Inc’s Phillips 66 PSX Stock Holding History

Chartist Inc’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
Q4 		$266K Buy
+3,249
New +$280K 0.13% 39

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chartist Inc's PSX Position: Q4 2015 in Review

Chartist Inc opened a new position in Phillips 66 (PSX) in Q4 2015: 3,249 shares worth $266K. The stake represents 0.13% of the portfolio and ranks #39 among its holdings.

1,125 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

  • Chartist Inc held 3,249 shares of Phillips 66 worth $266K as of Q4 2015.
  • Phillips 66 was a new Chartist Inc position in Q4 2015.
  • Phillips 66 made up 0.13% of Chartist Inc's portfolio in Q4 2015, its #39 holding.
  • 1,125 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Chartist Inc's 13F filing for Q4 2015, filed 29 Jan 2016.