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Greenwich Wealth Management’s Phillips 66 PSX Stock Holding History

Greenwich Wealth Management’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
Q4 		– Sell
-27,700
Closed -$2.13M – 166
2015
Q3 		$2.13M Sell
27,700
-31,550
-53% -$2.51M 0.51% 57
2015
Q2 		$4.77M Hold
59,250
– – 0.61% 57
2015
Q1 		$4.66M Hold
59,250
– – 0.53% 59
2014
Q4 		$4.25M Hold
59,250
– – 0.28% 68
2014
Q3 		$4.82M Hold
59,250
– – 0.32% 67
2014
Q2 		$4.76M Hold
59,250
– – 0.32% 70
2014
Q1 		$4.57M Hold
59,250
– – 0.32% 69
2013
Q4 		$4.57M Hold
59,250
– – 0.46% 67
2013
Q3 		$3.43M Hold
59,250
– – 0.25% 72
2013
Q2 		$3.49M Buy
+59,250
New +$3.72M 0.26% 71

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenwich Wealth Management's PSX Position: Q4 2015 in Review

Greenwich Wealth Management sold out of Phillips 66 (PSX) in Q4 2015, closing a stake of 27,700 shares — an estimated $2.13M sold.

Greenwich Wealth Management first reported a position in PSX in Q2 2013 and held it in 10 quarters. The position peaked at $4.82M in Q3 2014. 1,125 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

  • Greenwich Wealth Management reported no remaining Phillips 66 position as of Q4 2015 after selling out during the quarter.
  • Greenwich Wealth Management sold 27,700 Phillips 66 shares in Q4 2015, an estimated $2.13M.
  • Greenwich Wealth Management first reported a position in Phillips 66 in Q2 2013 and held it in 10 quarters.
  • Greenwich Wealth Management's Phillips 66 position peaked at $4.82M in Q3 2014.
  • 1,125 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Greenwich Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.