KIG
PSX icon

Kovitz Investment Group’s Phillips 66 PSX Stock Holding History

Kovitz Investment Group’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
Q4 		$254K Sell
3,107
-100
-3% -$8.63K 0.02% 117
2015
Q3 		$246K Hold
3,207
– – 0.01% 97
2015
Q2 		$258K Hold
3,207
– – 0.01% 103
2015
Q1 		$252K Buy
3,207
+200
+7% +$14.7K 0.01% 103
2014
Q4 		$216K Sell
3,007
-167
-5% -$12.3K 0.01% 108
2014
Q3 		$258K Hold
3,174
– – 0.01% 97
2014
Q2 		$255K Buy
3,174
+97
+3% +$7.99K 0.01% 100
2014
Q1 		$215K Buy
3,077
+127
+4% +$9.67K 0.01% 110
2013
Q4 		$228K Buy
+2,950
New +$197K 0.01% 112
2013
Q3 		– Sell
-4,077
Closed -$240K – 121
2013
Q2 		$240K Buy
+4,077
New +$256K 0.01% 109

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return