Jamison Eaton & Wood’s Phillips 66 PSX Stock Holding History

Jamison Eaton & Wood’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
2013 Q4	–	Sell	-63	Closed	-$4K	–	183
2013 Q3	$4K	Buy	+63	New	+$3.65K	﹤0.01%	243

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jamison Eaton & Wood's PSX Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of Phillips 66 (PSX) in Q4 2013, closing a stake of 63 shares — an estimated $4K sold.

Jamison Eaton & Wood first reported a position in PSX in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 1,001 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

Jamison Eaton & Wood reported no remaining Phillips 66 position as of Q4 2013 after selling out during the quarter.
Jamison Eaton & Wood sold 63 Phillips 66 shares in Q4 2013, an estimated $4K.
Jamison Eaton & Wood first reported a position in Phillips 66 in Q3 2013 and held it in 1 quarter.
Jamison Eaton & Wood's Phillips 66 position peaked at $4K in Q3 2013.
1,001 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.