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Interactive Financial Advisors’s Phillips 66 PSX Stock Holding History

Interactive Financial Advisors’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
-27
Closed -$2K – 124
2014
Q1 		$2K Buy
+27
New +$2.06K ﹤0.01% 93

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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Interactive Financial Advisors's PSX Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 27 shares — an estimated $2K sold.

Interactive Financial Advisors first reported a position in PSX in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 1,040 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 27 Phillips 66 shares in Q2 2014, an estimated $2K.
  • Interactive Financial Advisors first reported a position in Phillips 66 in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Phillips 66 position peaked at $2K in Q1 2014.
  • 1,040 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.