DLHL
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Donald L. Hagan LLC’s Phillips 66 PSX Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-886
Closed -$77K – 255
2016
Q1 		$77K Buy
+886
New +$72K 0.07% 116
2015
Q4 		– Sell
-648
Closed -$50K – 253
2015
Q3 		$50K Buy
+648
New +$51.5K 0.05% 142

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

Donald L. Hagan LLC's PSX Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Phillips 66 (PSX) in Q2 2016, closing a stake of 886 shares — an estimated $77K sold.

Donald L. Hagan LLC first reported a position in PSX in Q3 2015 and held it in 2 quarters. The position peaked at $77K in Q1 2016. 1,095 funds tracked by Wall St. Rank hold PSX as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Phillips 66 position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 886 Phillips 66 shares in Q2 2016, an estimated $77K.
  • Donald L. Hagan LLC first reported a position in Phillips 66 in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's Phillips 66 position peaked at $77K in Q1 2016.
  • 1,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.