CCS
PSX icon

Crosspoint Capital Strategies’s Phillips 66 PSX Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-15,308
Closed -$1.1M – 642
2015
Q4 		$1.1M Buy
15,308
+7,417
+94% +$640K 0.29% 99
2015
Q3 		$606K Sell
7,891
-943
-11% -$74.9K 0.7% 37
2015
Q2 		$712K Buy
8,834
+1,872
+27% +$149K 0.2% 79
2015
Q1 		$547K Buy
6,962
+6,737
+2,994% +$494K 0.26% 79
2014
Q4 		$16K Buy
225
+200
+800% +$14.8K 0.01% 466
2014
Q3 		$2K Hold
25
– – ﹤0.01% 464
2014
Q2 		$2K Sell
25
-96
-79% -$7.91K ﹤0.01% 479
2014
Q1 		$9K Hold
121
– – ﹤0.01% 487
2013
Q4 		$9K Buy
+121
New +$8.07K ﹤0.01% 441

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crosspoint Capital Strategies's PSX Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 15,308 shares — an estimated $1.1M sold.

Crosspoint Capital Strategies first reported a position in PSX in Q4 2013 and held it in 9 quarters. The position peaked at $1.1M in Q4 2015. 1,122 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 15,308 Phillips 66 shares in Q1 2016, an estimated $1.1M.
  • Crosspoint Capital Strategies first reported a position in Phillips 66 in Q4 2013 and held it in 9 quarters.
  • Crosspoint Capital Strategies's Phillips 66 position peaked at $1.1M in Q4 2015.
  • 1,122 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.