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Genesis Wealth Advisors’s Phillips 66 PSX Stock Holding History

Genesis Wealth 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
2015
Q2 		$60.7K Sell
753
-250
-25% -$19.9K 0.05% 157
2015
Q1 		$80.3K Hold
1,003
– – 0.07% 148
2014
Q4 		$79.4K Buy
+1,003
New +$74K 0.06% 163

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Genesis Wealth Advisors's PSX Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Phillips 66 (PSX) stake by 25% in Q2 2015, selling an estimated $19.9K and leaving 753 shares worth $60.7K. The position accounts for 0.05% of the portfolio, ranked #157.

Genesis Wealth Advisors first reported a position in PSX in Q4 2014 and has held it in 3 quarters since. The position peaked at $80.3K in Q1 2015. 1,070 funds tracked by Wall St. Rank hold PSX as of Q2 2015.

  • Genesis Wealth Advisors held 753 shares of Phillips 66 worth $60.7K as of Q2 2015.
  • Genesis Wealth Advisors sold 250 Phillips 66 shares in Q2 2015, an estimated $19.9K.
  • Phillips 66 made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #157 holding.
  • Genesis Wealth Advisors first reported a position in Phillips 66 in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Phillips 66 position peaked at $80.3K in Q1 2015.
  • 1,070 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.