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Endex Capital Management’s Phillips 66 PSX Stock Holding History

Endex Capital 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
2013
Q4 		$27K Hold
352
– – 0.03% 315
2013
Q3 		$20K Hold
352
– – 0.02% 317
2013
Q2 		$21K Buy
+352
New +$22.1K 0.02% 314

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endex Capital Management's PSX Position: Q4 2013 in Review

Endex Capital Management held its Phillips 66 (PSX) position steady in Q4 2013 at 352 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #315.

Endex Capital Management first reported a position in PSX in Q2 2013 and has held it in 3 quarters since. 1,003 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

  • Endex Capital Management held 352 shares of Phillips 66 worth $27K as of Q4 2013.
  • Endex Capital Management left its Phillips 66 share count unchanged in Q4 2013.
  • Phillips 66 made up 0.03% of Endex Capital Management's portfolio in Q4 2013, its #315 holding.
  • Endex Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 3 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.