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Hershey Trust Company’s Phillips 66 PSX Stock Holding History

Hershey Trust 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
2015
Q3 		– Sell
-100
Closed -$8K – 15
2015
Q2 		$8K Hold
100
– – ﹤0.01% 14
2015
Q1 		$8K Hold
100
– – ﹤0.01% 12
2014
Q4 		$7K Buy
+100
New +$7.38K ﹤0.01% 13

Other funds holding PSX

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State Street
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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Hershey Trust Company's PSX Position: Q3 2015 in Review

Hershey Trust Company sold out of Phillips 66 (PSX) in Q3 2015, closing a stake of 100 shares — an estimated $8K sold.

Hershey Trust Company first reported a position in PSX in Q4 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 1,048 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Hershey Trust Company reported no remaining Phillips 66 position as of Q3 2015 after selling out during the quarter.
  • Hershey Trust Company sold 100 Phillips 66 shares in Q3 2015, an estimated $8K.
  • Hershey Trust Company first reported a position in Phillips 66 in Q4 2014 and held it in 3 quarters.
  • Hershey Trust Company's Phillips 66 position peaked at $8K in Q2 2015.
  • 1,048 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Hershey Trust Company's 13F filing for Q3 2015, filed 21 Oct 2015.