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Maple Securities USA’s Phillips 66 PSX Stock Holding History

Maple Securities USA’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
Q3 		– Sell
-5,625
Closed -$453K – 149
2015
Q2 		$453K Buy
+5,625
New +$447K 0.04% 131
2014
Q4 		– Sell
-6,148
Closed -$500K – 241
2014
Q3 		$500K Buy
+6,148
New +$512K 0.05% 134
2014
Q1 		– Sell
-2,969
Closed -$229K – 319
2013
Q4 		$229K Buy
+2,969
New +$198K 0.02% 325

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Maple Securities USA's PSX Position: Q3 2015 in Review

Maple Securities USA sold out of Phillips 66 (PSX) in Q3 2015, closing a stake of 5,625 shares — an estimated $453K sold.

Maple Securities USA first reported a position in PSX in Q4 2013 and held it in 3 quarters. The position peaked at $500K in Q3 2014. 1,047 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Maple Securities USA reported no remaining Phillips 66 position as of Q3 2015 after selling out during the quarter.
  • Maple Securities USA sold 5,625 Phillips 66 shares in Q3 2015, an estimated $453K.
  • Maple Securities USA first reported a position in Phillips 66 in Q4 2013 and held it in 3 quarters.
  • Maple Securities USA's Phillips 66 position peaked at $500K in Q3 2014.
  • 1,047 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Maple Securities USA's 13F filing for Q3 2015, filed 3 Nov 2015.