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Indices-Pac Research Corporation’s Phillips 66 PSX Stock Holding History

Indices-Pac Research Corporation’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
2014
Q2 		– Sell
-3,819
Closed -$294K – 133
2014
Q1 		$294K Buy
+3,819
New +$291K 0.19% 169
2013
Q3 		– Sell
-26,942
Closed -$1.59M – 221
2013
Q2 		$1.59M Buy
+26,942
New +$1.69M 1.04% 18

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Indices-Pac Research Corporation's PSX Position: Q2 2014 in Review

Indices-Pac Research Corporation sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 3,819 shares — an estimated $294K sold.

Indices-Pac Research Corporation first reported a position in PSX in Q2 2013 and held it in 2 quarters. The position peaked at $1.59M in Q2 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Indices-Pac Research Corporation reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 3,819 Phillips 66 shares in Q2 2014, an estimated $294K.
  • Indices-Pac Research Corporation first reported a position in Phillips 66 in Q2 2013 and held it in 2 quarters.
  • Indices-Pac Research Corporation's Phillips 66 position peaked at $1.59M in Q2 2013.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q2 2014.