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FolioMetrix’s Phillips 66 PSX Stock Holding History

FolioMetrix’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
2015
Q2 		$81K Sell
1,110
-1,243
-53% -$98.8K 0.03% 210
2015
Q1 		$185K Hold
2,353
– – 0.09% 153
2014
Q4 		$173K Buy
+2,353
New +$174K 0.12% 147

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

FolioMetrix's PSX Position: Q2 2015 in Review

FolioMetrix reduced its Phillips 66 (PSX) stake by 53% in Q2 2015, selling an estimated $98.8K and leaving 1,110 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #210.

FolioMetrix first reported a position in PSX in Q4 2014 and has held it in 3 quarters since. The position peaked at $185K in Q1 2015. 1,071 funds tracked by Wall St. Rank hold PSX as of Q2 2015.

  • FolioMetrix held 1,110 shares of Phillips 66 worth $81K as of Q2 2015.
  • FolioMetrix sold 1,243 Phillips 66 shares in Q2 2015, an estimated $98.8K.
  • Phillips 66 made up 0.03% of FolioMetrix's portfolio in Q2 2015, its #210 holding.
  • FolioMetrix first reported a position in Phillips 66 in Q4 2014 and has held it in 3 quarters since.
  • FolioMetrix's Phillips 66 position peaked at $185K in Q1 2015.
  • 1,071 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.