Evanston Advisors’s Phillips 66 PSX Stock Holding History

Evanston Advisors’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 Q3	–	Sell	-61,538	Closed	-$4.95M	–	66
2014 Q2	$4.95M	Buy	+61,538	New	+$5.07M	1.71%	35

Other funds holding PSX

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

Evanston Advisors's PSX Position: Q3 2014 in Review

Evanston Advisors sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 61,538 shares — an estimated $4.95M sold.

Evanston Advisors first reported a position in PSX in Q2 2014 and held it in 1 quarter. The position peaked at $4.95M in Q2 2014. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

Evanston Advisors reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
Evanston Advisors sold 61,538 Phillips 66 shares in Q3 2014, an estimated $4.95M.
Evanston Advisors first reported a position in Phillips 66 in Q2 2014 and held it in 1 quarter.
Evanston Advisors's Phillips 66 position peaked at $4.95M in Q2 2014.
1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Evanston Advisors's 13F filing for Q3 2014, filed 15 Oct 2014.