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Covey Capital Advisors’s Phillips 66 PSX Stock Holding History

Covey Capital 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
Q1 		– Sell
-7,100
Closed -$548K – 52
2013
Q4 		$548K Buy
+7,100
New +$474K 0.31% 32

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Covey Capital Advisors's PSX Position: Q1 2014 in Review

Covey Capital Advisors sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 7,100 shares — an estimated $548K sold.

Covey Capital Advisors first reported a position in PSX in Q4 2013 and held it in 1 quarter. The position peaked at $548K in Q4 2013. 1,018 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • Covey Capital Advisors reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
  • Covey Capital Advisors sold 7,100 Phillips 66 shares in Q1 2014, an estimated $548K.
  • Covey Capital Advisors first reported a position in Phillips 66 in Q4 2013 and held it in 1 quarter.
  • Covey Capital Advisors's Phillips 66 position peaked at $548K in Q4 2013.
  • 1,018 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Covey Capital Advisors's 13F filing for Q1 2014, filed 13 May 2014.