Edmond de Rothschild Private Merchant Banking’s Phillips 66 PSX Stock Holding History

Edmond de Rothschild Private Merchant Banking’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	$9K	Buy	+117	New	+$9.09K	0.03%	22

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Edmond de Rothschild Private Merchant Banking's PSX Position: Q3 2016 in Review

Edmond de Rothschild Private Merchant Banking opened a new position in Phillips 66 (PSX) in Q3 2016: 117 shares worth $9K. The stake represents 0.03% of the portfolio and ranks #22 among its holdings.

1,085 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

Edmond de Rothschild Private Merchant Banking held 117 shares of Phillips 66 worth $9K as of Q3 2016.
Phillips 66 was a new Edmond de Rothschild Private Merchant Banking position in Q3 2016.
Phillips 66 made up 0.03% of Edmond de Rothschild Private Merchant Banking's portfolio in Q3 2016, its #22 holding.
1,085 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on Edmond de Rothschild Private Merchant Banking's 13F filing for Q3 2016, filed 14 Nov 2016.