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Madison Investment Holdings’s Phillips 66 PSX Stock Holding History

Madison Investment Holdings’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
2016
Q2 		– Sell
-3,297
Closed -$285K – 244
2016
Q1 		$285K Hold
3,297
– – 0.01% 216
2015
Q4 		$270K Sell
3,297
-70
-2% -$6.04K 0.01% 217
2015
Q3 		$259K Hold
3,367
– – 0.01% 220
2015
Q2 		$271K Sell
3,367
-250
-7% -$19.9K 0.01% 221
2015
Q1 		$284K Sell
3,617
-135
-4% -$9.91K 0.01% 219
2014
Q4 		$269K Buy
3,752
+385
+11% +$28.4K 0.01% 204
2014
Q3 		$274K Hold
3,367
– – 0.01% 206
2014
Q2 		$271K Buy
3,367
+73
+2% +$6.01K 0.01% 213
2014
Q1 		$254K Sell
3,294
-1,500
-31% -$114K ﹤0.01% 223
2013
Q4 		$370K Sell
4,794
-20
-0.4% -$1.33K 0.01% 213
2013
Q3 		$278K Hold
4,814
– – 0.01% 220
2013
Q2 		$284K Buy
+4,814
New +$302K 0.01% 214

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Madison Investment Holdings's PSX Position: Q2 2016 in Review

Madison Investment Holdings sold out of Phillips 66 (PSX) in Q2 2016, closing a stake of 3,297 shares — an estimated $285K sold.

Madison Investment Holdings first reported a position in PSX in Q2 2013 and held it in 12 quarters. The position peaked at $370K in Q4 2013. 1,095 funds tracked by Wall St. Rank hold PSX as of Q2 2016.

  • Madison Investment Holdings reported no remaining Phillips 66 position as of Q2 2016 after selling out during the quarter.
  • Madison Investment Holdings sold 3,297 Phillips 66 shares in Q2 2016, an estimated $285K.
  • Madison Investment Holdings first reported a position in Phillips 66 in Q2 2013 and held it in 12 quarters.
  • Madison Investment Holdings's Phillips 66 position peaked at $370K in Q4 2013.
  • 1,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2016.

Based on Madison Investment Holdings's 13F filing for Q2 2016, filed 17 Aug 2016.