Index Management Solutions’s Phillips 66 PSX Stock Holding History

Index Management Solutions’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	$14K	Buy	178 +11	+7%	+$874	0.01%	472
2015 Q2	$13K	Buy	167 +72	+76%	+$5.72K	0.01%	574
2015 Q1	$7K	Sell	95 -730	-88%	-$53.6K	0.01%	646
2014 Q4	$59K	Sell	825 -71	-8%	-$5.24K	0.01%	347
2014 Q3	$73K	Buy	896 +143	+19%	+$11.9K	0.01%	780
2014 Q2	$61K	Sell	753 -141	-16%	-$11.6K	0.01%	782
2014 Q1	$69K	Sell	894 -277	-24%	-$21.1K	0.01%	617
2013 Q4	$90K	Buy	1,171 +303	+35%	+$20.2K	0.02%	225
2013 Q3	$50K	Buy	+868	New	+$50.3K	0.01%	450

Other funds holding PSX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Index Management Solutions's PSX Position: Q3 2015 in Review

Index Management Solutions increased its Phillips 66 (PSX) stake by 6.6% in Q3 2015, buying an estimated $874 and bringing the position to 178 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #472.

Index Management Solutions first reported a position in PSX in Q3 2013 and has held it in 9 quarters since. The position peaked at $90K in Q4 2013. 1,047 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

Index Management Solutions held 178 shares of Phillips 66 worth $14K as of Q3 2015.
Index Management Solutions bought 11 Phillips 66 shares in Q3 2015, an estimated $874.
Phillips 66 made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #472 holding.
Index Management Solutions first reported a position in Phillips 66 in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Phillips 66 position peaked at $90K in Q4 2013.
1,047 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.