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Haber Trilix Advisors’s Phillips 66 PSX Stock Holding History

Haber Trilix 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
2013
Q2 		$29K Buy
+493
New +$31K ﹤0.01% 287

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Haber Trilix Advisors's PSX Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Phillips 66 (PSX) in Q2 2013: 493 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings.

935 funds tracked by Wall St. Rank hold PSX as of Q2 2013.

  • Haber Trilix Advisors held 493 shares of Phillips 66 worth $29K as of Q2 2013.
  • Phillips 66 was a new Haber Trilix Advisors position in Q2 2013.
  • Phillips 66 made up ﹤0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #287 holding.
  • 935 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.