LCP
PSX icon

Longbow Capital Partners’s Phillips 66 PSX Stock Holding History

Longbow Capital Partners’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
Q2 		– Sell
-32,703
Closed -$2.57M – 27
2015
Q1 		$2.57M Buy
+32,703
New +$2.4M 5.18% 6

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Longbow Capital Partners's PSX Position: Q2 2015 in Review

Longbow Capital Partners sold out of Phillips 66 (PSX) in Q2 2015, closing a stake of 32,703 shares — an estimated $2.57M sold.

Longbow Capital Partners first reported a position in PSX in Q1 2015 and held it in 1 quarter. The position peaked at $2.57M in Q1 2015. 1,070 funds tracked by Wall St. Rank hold PSX as of Q2 2015.

  • Longbow Capital Partners reported no remaining Phillips 66 position as of Q2 2015 after selling out during the quarter.
  • Longbow Capital Partners sold 32,703 Phillips 66 shares in Q2 2015, an estimated $2.57M.
  • Longbow Capital Partners first reported a position in Phillips 66 in Q1 2015 and held it in 1 quarter.
  • Longbow Capital Partners's Phillips 66 position peaked at $2.57M in Q1 2015.
  • 1,070 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2015.

Based on Longbow Capital Partners's 13F filing for Q2 2015, filed 14 Aug 2015.