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Cowen Inc’s Phillips 66 PSX Stock Holding History

Cowen 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
2018
Q4 		– Sell
-5,700
Closed -$106K – 458
2018
Q3 		$106K Buy
5,700
+300
+6% +$34.7K 0.01% 299
2018
Q2 		$106 Buy
5,400
+2,100
+64% +$236K ﹤0.01% 360
2018
Q1 		$317K Buy
+3,300
New +$321K ﹤0.01% 155
2016
Q2 		– Sell
-20,000
Closed -$1.73M – 280
2016
Q1 		$1.73M Buy
+20,000
New +$1.63M 0.07% 117

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cowen Inc's PSX Position: Q3 2015 in Review

Cowen Inc sold out of Phillips 66 (PSX) in Q3 2015, closing a stake of 8,193 shares — an estimated $660K sold.

Cowen Inc first reported a position in PSX in Q1 2015 and held it in 2 quarters. The position peaked at $677K in Q1 2015. 1,048 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Cowen Inc reported no remaining Phillips 66 position as of Q3 2015 after selling out during the quarter.
  • Cowen Inc sold 8,193 Phillips 66 shares in Q3 2015, an estimated $660K.
  • Cowen Inc first reported a position in Phillips 66 in Q1 2015 and held it in 2 quarters.
  • Cowen Inc's Phillips 66 position peaked at $677K in Q1 2015.
  • 1,048 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Cowen Inc's 13F filing for Q3 2015, filed 13 Nov 2015.