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Madden Advisory Services’s Phillips 66 PSX Stock Holding History

Madden Advisory Services’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
-19
Closed -$1K – 233
2015
Q3 		$1K Hold
19
– – ﹤0.01% 296
2015
Q2 		$1K Buy
+19
New +$1.51K ﹤0.01% 291
2015
Q1 		– Sell
-19
Closed -$1K – 224
2014
Q4 		$1K Sell
19
-115
-86% -$8.48K ﹤0.01% 287
2014
Q3 		$11K Hold
134
– – 0.01% 283
2014
Q2 		$11K Hold
134
– – 0.01% 278
2014
Q1 		$10K Hold
134
– – 0.01% 270
2013
Q4 		$10K Buy
134
+65
+94% +$4.34K 0.01% 232
2013
Q3 		$4K Hold
69
– – ﹤0.01% 248
2013
Q2 		$4K Buy
+69
New +$4.34K ﹤0.01% 262

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

Madden Advisory Services's PSX Position: Q4 2015 in Review

Madden Advisory Services sold out of Phillips 66 (PSX) in Q4 2015, closing a stake of 19 shares — an estimated $1K sold.

Madden Advisory Services first reported a position in PSX in Q2 2013 and held it in 9 quarters. The position peaked at $11K in Q3 2014. 1,125 funds tracked by Wall St. Rank hold PSX as of Q4 2015.

  • Madden Advisory Services reported no remaining Phillips 66 position as of Q4 2015 after selling out during the quarter.
  • Madden Advisory Services sold 19 Phillips 66 shares in Q4 2015, an estimated $1K.
  • Madden Advisory Services first reported a position in Phillips 66 in Q2 2013 and held it in 9 quarters.
  • Madden Advisory Services's Phillips 66 position peaked at $11K in Q3 2014.
  • 1,125 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.