GWM
PSX icon

Gupta Wealth Management’s Phillips 66 PSX Stock Holding History

Gupta 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
2016
Q1 		$166K Buy
1,912
+102
+6% +$8.29K 0.04% 269
2015
Q4 		$148K Sell
1,810
-75
-4% -$6.47K 0.04% 283
2015
Q3 		$145K Sell
1,885
-427
-18% -$33.9K 0.04% 290
2015
Q2 		$186K Buy
2,312
+2,033
+729% +$162K 0.05% 264
2015
Q1 		$22K Buy
+279
New +$20.5K 0.01% 574

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's PSX Position: Q1 2016 in Review

Gupta Wealth Management increased its Phillips 66 (PSX) stake by 5.6% in Q1 2016, buying an estimated $8.29K and bringing the position to 1,912 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #269.

Gupta Wealth Management first reported a position in PSX in Q1 2015 and has held it in 5 quarters since. The position peaked at $186K in Q2 2015. 1,123 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Gupta Wealth Management held 1,912 shares of Phillips 66 worth $166K as of Q1 2016.
  • Gupta Wealth Management bought 102 Phillips 66 shares in Q1 2016, an estimated $8.29K.
  • Phillips 66 made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #269 holding.
  • Gupta Wealth Management first reported a position in Phillips 66 in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Phillips 66 position peaked at $186K in Q2 2015.
  • 1,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.