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Hellman Jordan Management Company’s Phillips 66 PSX Stock Holding History

Hellman Jordan Management Company’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
Q4 		– Sell
-19,490
Closed -$1.13M – 47
2013
Q3 		$1.13M Buy
+19,490
New +$1.13M 0.61% 37

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hellman Jordan Management Company's PSX Position: Q4 2013 in Review

Hellman Jordan Management Company sold out of Phillips 66 (PSX) in Q4 2013, closing a stake of 19,490 shares — an estimated $1.13M sold.

Hellman Jordan Management Company first reported a position in PSX in Q3 2013 and held it in 1 quarter. The position peaked at $1.13M in Q3 2013. 1,001 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

  • Hellman Jordan Management Company reported no remaining Phillips 66 position as of Q4 2013 after selling out during the quarter.
  • Hellman Jordan Management Company sold 19,490 Phillips 66 shares in Q4 2013, an estimated $1.13M.
  • Hellman Jordan Management Company first reported a position in Phillips 66 in Q3 2013 and held it in 1 quarter.
  • Hellman Jordan Management Company's Phillips 66 position peaked at $1.13M in Q3 2013.
  • 1,001 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Hellman Jordan Management Company's 13F filing for Q4 2013, filed 6 Feb 2014.