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Marathon Trading Investment Management’s Phillips 66 PSX Stock Holding History

Marathon Trading Investment 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
2017
Q3 		– Sell
-5,000
Closed -$413K – 167
2017
Q2 		$413K Buy
+5,000
New +$393K 0.08% 93
2015
Q1 		– Sell
-136,300
Closed -$1.9M – 576
2014
Q4 		$1.9M Buy
+136,300
New +$10.1M 0.03% 269
2014
Q3 		– Sell
-10,500
Closed -$840K – 346
2014
Q2 		$840K Buy
+10,500
New +$865K 0.03% 168

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marathon Trading Investment Management's PSX Position: Q2 2015 in Review

Marathon Trading Investment Management sold out of Phillips 66 (PSX) in Q2 2015, closing a stake of 5,600 shares — an estimated $440K sold.

Marathon Trading Investment Management first reported a position in PSX in Q1 2015 and held it in 1 quarter. The position peaked at $440K in Q1 2015. 1,071 funds tracked by Wall St. Rank hold PSX as of Q2 2015.

  • Marathon Trading Investment Management reported no remaining Phillips 66 position as of Q2 2015 after selling out during the quarter.
  • Marathon Trading Investment Management sold 5,600 Phillips 66 shares in Q2 2015, an estimated $440K.
  • Marathon Trading Investment Management first reported a position in Phillips 66 in Q1 2015 and held it in 1 quarter.
  • Marathon Trading Investment Management's Phillips 66 position peaked at $440K in Q1 2015.
  • 1,071 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2015.

Based on Marathon Trading Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.