Cleary Gull’s Phillips 66 PSX Stock Holding History

Cleary Gull’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	$11K	Buy	+145	New	+$10.6K	0.01%	59

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

Cleary Gull's PSX Position: Q1 2015 in Review

Cleary Gull opened a new position in Phillips 66 (PSX) in Q1 2015: 145 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #59 among its holdings.

1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Cleary Gull held 145 shares of Phillips 66 worth $11K as of Q1 2015.
Phillips 66 was a new Cleary Gull position in Q1 2015.
Phillips 66 made up 0.01% of Cleary Gull's portfolio in Q1 2015, its #59 holding.
1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.