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Lehman Financial Resources’s Phillips 66 PSX Stock Holding History

Lehman Financial Resources’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 		– Sell
-238
Closed -$18K – 271
2015
Q3 		$18K Buy
238
+38
+19% +$3.02K 0.01% 261
2015
Q2 		$16K Hold
200
– – 0.01% 273
2015
Q1 		$16K Hold
200
– – 0.01% 271
2014
Q4 		$14K Sell
200
-122
-38% -$9K 0.01% 273
2014
Q3 		$26K Hold
322
– – 0.01% 206
2014
Q2 		$26K Sell
322
-2,000
-86% -$165K 0.01% 203
2014
Q1 		$179K Hold
2,322
– – 0.09% 59
2013
Q4 		$179K Hold
2,322
– – 0.11% 59
2013
Q3 		$134K Hold
2,322
– – 0.09% 64
2013
Q2 		$137K Buy
+2,322
New +$146K 0.09% 58

Other funds holding PSX

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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

Lehman Financial Resources's PSX Position: Q4 2015 in Review

Lehman Financial Resources sold out of Phillips 66 (PSX) in Q4 2015, closing a stake of 238 shares — an estimated $18K sold.

Lehman Financial Resources first reported a position in PSX in Q2 2013 and held it in 10 quarters. The position peaked at $179K in Q1 2014. 1,125 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

  • Lehman Financial Resources reported no remaining Phillips 66 position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 238 Phillips 66 shares in Q4 2015, an estimated $18K.
  • Lehman Financial Resources first reported a position in Phillips 66 in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Phillips 66 position peaked at $179K in Q1 2014.
  • 1,125 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.