Guardian Investor Services’s Phillips 66 PSX Stock Holding History

Guardian Investor 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
2015 Q1	$295K	Sell	3,754 -76	-2%	-$5.58K	0.23%	103
2014 Q4	$275K	Sell	3,830 -135	-3%	-$9.96K	0.22%	116
2014 Q3	$322K	Sell	3,965 -406	-9%	-$33.8K	0.26%	96
2014 Q2	$352K	Sell	4,371 -252	-5%	-$20.8K	0.27%	92
2014 Q1	$356K	Sell	4,623 -274	-6%	-$20.9K	0.28%	89
2013 Q4	$378K	Sell	4,897 -64	-1%	-$4.27K	0.29%	84
2013 Q3	$287K	Sell	4,961 -88	-2%	-$5.1K	0.24%	97
2013 Q2	$297K	Buy	+5,049	New	+$317K	0.25%	93

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

WRF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Guardian Investor Services's PSX Position: Q1 2015 in Review

Guardian Investor Services reduced its Phillips 66 (PSX) stake by 2% in Q1 2015, selling an estimated $5.58K and leaving 3,754 shares worth $295K. The position accounts for 0.23% of the portfolio, ranked #103.

Guardian Investor Services first reported a position in PSX in Q2 2013 and has held it in 8 quarters since. The position peaked at $378K in Q4 2013. 1,064 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Guardian Investor Services held 3,754 shares of Phillips 66 worth $295K as of Q1 2015.
Guardian Investor Services sold 76 Phillips 66 shares in Q1 2015, an estimated $5.58K.
Phillips 66 made up 0.23% of Guardian Investor Services's portfolio in Q1 2015, its #103 holding.
Guardian Investor Services first reported a position in Phillips 66 in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Phillips 66 position peaked at $378K in Q4 2013.
1,064 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.