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Emerson Investment Management’s Phillips 66 PSX Stock Holding History

Emerson 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
2014
Q2 		– Sell
-4,263
Closed -$328K – 153
2014
Q1 		$328K Sell
4,263
-2,451
-37% -$187K 0.07% 125
2013
Q4 		$518K Buy
6,714
+25
+0.4% +$1.67K 0.11% 103
2013
Q3 		$387K Buy
6,689
+48
+0.7% +$2.78K 0.09% 110
2013
Q2 		$391K Buy
+6,641
New +$417K 0.09% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Emerson Investment Management's PSX Position: Q2 2014 in Review

Emerson Investment Management sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 4,263 shares — an estimated $328K sold.

Emerson Investment Management first reported a position in PSX in Q2 2013 and held it in 4 quarters. The position peaked at $518K in Q4 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Emerson Investment Management reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Emerson Investment Management sold 4,263 Phillips 66 shares in Q2 2014, an estimated $328K.
  • Emerson Investment Management first reported a position in Phillips 66 in Q2 2013 and held it in 4 quarters.
  • Emerson Investment Management's Phillips 66 position peaked at $518K in Q4 2013.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Emerson Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.