Gary Goldberg Planning Services’s Phillips 66 PSX Stock Holding History

Gary Goldberg Planning Services’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 Q4	$213K	Sell	2,975 -75	-2%	-$5.53K	0.09%	103
2014 Q3	$248K	Sell	3,050 -15	-0.5%	-$1.25K	0.1%	100
2014 Q2	$247K	Buy	3,065 +196	+7%	+$16.1K	0.11%	101
2014 Q1	$221K	Sell	2,869 -453	-14%	-$34.5K	0.11%	101
2013 Q4	$256K	Sell	3,322 -553	-14%	-$36.9K	0.15%	85
2013 Q3	$224K	Sell	3,875 -397	-9%	-$23K	0.14%	87
2013 Q2	$252K	Buy	+4,272	New	+$268K	0.16%	73

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

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 New York $166B AUM 43.98% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Gary Goldberg Planning Services's PSX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Phillips 66 (PSX) stake by 2.5% in Q4 2014, selling an estimated $5.53K and leaving 2,975 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #103.

Gary Goldberg Planning Services first reported a position in PSX in Q2 2013 and has held it in 7 quarters since. The position peaked at $256K in Q4 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

Gary Goldberg Planning Services held 2,975 shares of Phillips 66 worth $213K as of Q4 2014.
Gary Goldberg Planning Services sold 75 Phillips 66 shares in Q4 2014, an estimated $5.53K.
Phillips 66 made up 0.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #103 holding.
Gary Goldberg Planning Services first reported a position in Phillips 66 in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Phillips 66 position peaked at $256K in Q4 2013.
1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.