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Elite Wealth Management’s Phillips 66 PSX Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-150
Closed -$12K – 368
2014
Q3 		$12K Sell
150
-250
-63% -$20.8K 0.01% 252
2014
Q2 		$32K Hold
400
– – 0.03% 136
2014
Q1 		$31K Sell
400
-18
-4% -$1.37K 0.03% 158
2013
Q4 		$32K Sell
418
-82
-16% -$5.47K 0.02% 214
2013
Q3 		$29K Buy
+500
New +$29K 0.03% 209

Other funds holding PSX

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Elite Wealth Management's PSX Position: Q4 2014 in Review

Elite Wealth Management sold out of Phillips 66 (PSX) in Q4 2014, closing a stake of 150 shares — an estimated $12K sold.

Elite Wealth Management first reported a position in PSX in Q3 2013 and held it in 5 quarters. The position peaked at $32K in Q2 2014. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • Elite Wealth Management reported no remaining Phillips 66 position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 150 Phillips 66 shares in Q4 2014, an estimated $12K.
  • Elite Wealth Management first reported a position in Phillips 66 in Q3 2013 and held it in 5 quarters.
  • Elite Wealth Management's Phillips 66 position peaked at $32K in Q2 2014.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.