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Fusion Investment Group’s Phillips 66 PSX Stock Holding History

Fusion Investment Group’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
Q1 		– Sell
-62
Closed -$4K – 111
2014
Q4 		$4K Sell
62
-5,076
-99% -$374K ﹤0.01% 104
2014
Q3 		$418K Sell
5,138
-56
-1% -$4.66K 0.36% 44
2014
Q2 		$418K Buy
5,194
+526
+11% +$43.3K 0.36% 51
2014
Q1 		$360K Sell
4,668
-268
-5% -$20.4K 0.37% 45
2013
Q4 		$381K Buy
+4,936
New +$329K 0.28% 81

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fusion Investment Group's PSX Position: Q1 2015 in Review

Fusion Investment Group sold out of Phillips 66 (PSX) in Q1 2015, closing a stake of 62 shares — an estimated $4K sold.

Fusion Investment Group first reported a position in PSX in Q4 2013 and held it in 5 quarters. The position peaked at $418K in Q3 2014. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

  • Fusion Investment Group reported no remaining Phillips 66 position as of Q1 2015 after selling out during the quarter.
  • Fusion Investment Group sold 62 Phillips 66 shares in Q1 2015, an estimated $4K.
  • Fusion Investment Group first reported a position in Phillips 66 in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's Phillips 66 position peaked at $418K in Q3 2014.
  • 1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Fusion Investment Group's 13F filing for Q1 2015, filed 15 May 2015.