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Detwiler Fenton Investment Management’s Phillips 66 PSX Stock Holding History

Detwiler Fenton Investment Management’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
2015
Q4 		$357K Buy
+4,367
New +$377K 1.85% 19
2015
Q2 		– Sell
-2,685
Closed -$211K – 82
2015
Q1 		$211K Sell
2,685
-1,760
-40% -$129K 0.22% 75
2014
Q4 		$319K Sell
4,445
-49,991
-92% -$3.69M 0.36% 47
2014
Q3 		$4.43M Buy
54,436
+2,612
+5% +$217K 4.22% 6
2014
Q2 		$4.17M Buy
+51,824
New +$4.27M 3.37% 6

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Detwiler Fenton Investment Management's PSX Position: Q4 2015 in Review

Detwiler Fenton Investment Management opened a new position in Phillips 66 (PSX) in Q4 2015: 4,367 shares worth $357K. The stake represents 1.85% of the portfolio and ranks #19 among its holdings. This is a return to the name: Detwiler Fenton Investment Management previously reported a position in PSX as recently as Q1 2015.

Detwiler Fenton Investment Management first reported a position in PSX in Q2 2014 and has held it in 5 quarters since. The position peaked at $4.43M in Q3 2014. 1,126 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

  • Detwiler Fenton Investment Management held 4,367 shares of Phillips 66 worth $357K as of Q4 2015.
  • Phillips 66 was a new Detwiler Fenton Investment Management position in Q4 2015.
  • Phillips 66 made up 1.85% of Detwiler Fenton Investment Management's portfolio in Q4 2015, its #19 holding.
  • Detwiler Fenton Investment Management first reported a position in Phillips 66 in Q2 2014 and has held it in 5 quarters since.
  • Detwiler Fenton Investment Management's Phillips 66 position peaked at $4.43M in Q3 2014.
  • 1,126 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2015, filed 6 Jan 2016.