IWC
PSX icon

Integrated Wealth Counsel’s Phillips 66 PSX Stock Holding History

Integrated Wealth Counsel’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
Q3 		– Sell
-700
Closed -$56K – 86
2014
Q2 		$56K Hold
700
– – 0.04% 67
2014
Q1 		$54K Hold
700
– – 0.04% 94
2013
Q4 		$54K Hold
700
– – 0.04% 97
2013
Q3 		$40.5K Hold
700
– – 0.03% 107
2013
Q2 		$41K Buy
+700
New +$44K 0.03% 107

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Counsel's PSX Position: Q3 2014 in Review

Integrated Wealth Counsel sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 700 shares — an estimated $56K sold.

Integrated Wealth Counsel first reported a position in PSX in Q2 2013 and held it in 5 quarters. The position peaked at $56K in Q2 2014. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Integrated Wealth Counsel reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 700 Phillips 66 shares in Q3 2014, an estimated $56K.
  • Integrated Wealth Counsel first reported a position in Phillips 66 in Q2 2013 and held it in 5 quarters.
  • Integrated Wealth Counsel's Phillips 66 position peaked at $56K in Q2 2014.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Integrated Wealth Counsel's 13F filing for Q3 2014, filed 4 Nov 2014.