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Constellation Wealth Advisors’s Phillips 66 PSX Stock Holding History

Constellation Wealth Advisors’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
-5,531
Closed -$426K – 211
2014
Q1 		$426K Hold
5,531
– – 0.04% 152
2013
Q4 		$427K Sell
5,531
-142
-3% -$9.47K 0.04% 158
2013
Q3 		$328K Buy
5,673
+930
+20% +$53.9K 0.04% 165
2013
Q2 		$280K Buy
+4,743
New +$298K 0.03% 170

Other funds holding PSX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Constellation Wealth Advisors's PSX Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 5,531 shares — an estimated $426K sold.

Constellation Wealth Advisors first reported a position in PSX in Q2 2013 and held it in 4 quarters. The position peaked at $427K in Q4 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 5,531 Phillips 66 shares in Q2 2014, an estimated $426K.
  • Constellation Wealth Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's Phillips 66 position peaked at $427K in Q4 2013.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.