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Lyons Wealth Management’s Phillips 66 PSX Stock Holding History

Lyons Wealth Management’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
Q3 		– Sell
-11,717
Closed -$940K – 83
2014
Q2 		$940K Buy
+11,717
New +$965K 0.84% 31

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ACM
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's PSX Position: Q3 2014 in Review

Lyons Wealth Management sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 11,717 shares — an estimated $940K sold.

Lyons Wealth Management first reported a position in PSX in Q2 2014 and held it in 1 quarter. The position peaked at $940K in Q2 2014. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Lyons Wealth Management reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 11,717 Phillips 66 shares in Q3 2014, an estimated $940K.
  • Lyons Wealth Management first reported a position in Phillips 66 in Q2 2014 and held it in 1 quarter.
  • Lyons Wealth Management's Phillips 66 position peaked at $940K in Q2 2014.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.