DSN
PSX icon

D. Scott Neal’s Phillips 66 PSX Stock Holding History

D. Scott Neal’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
Q3 		– Sell
-38
Closed -$3K – 189
2016
Q2 		$3K Buy
38
+1
+3% +$82 ﹤0.01% 148
2016
Q1 		$3K Hold
37
– – ﹤0.01% 134
2015
Q4 		$3K Buy
+37
New +$3.19K ﹤0.01% 133

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

D. Scott Neal's PSX Position: Q3 2016 in Review

D. Scott Neal sold out of Phillips 66 (PSX) in Q3 2016, closing a stake of 38 shares — an estimated $3K sold.

D. Scott Neal first reported a position in PSX in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 1,085 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

  • D. Scott Neal reported no remaining Phillips 66 position as of Q3 2016 after selling out during the quarter.
  • D. Scott Neal sold 38 Phillips 66 shares in Q3 2016, an estimated $3K.
  • D. Scott Neal first reported a position in Phillips 66 in Q4 2015 and held it in 3 quarters.
  • D. Scott Neal's Phillips 66 position peaked at $3K in Q2 2016.
  • 1,085 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on D. Scott Neal's 13F filing for Q3 2016, filed 18 Oct 2016.