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Mariner Wealth Advisors (Cincinnati)’s Phillips 66 PSX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q1 		– Sell
-2,934
Closed -$210K – 184
2014
Q4 		$210K Buy
+2,934
New +$216K 0.03% 172

Other funds holding PSX

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PSX Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Phillips 66 (PSX) in Q1 2015, closing a stake of 2,934 shares — an estimated $210K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in PSX in Q4 2014 and held it in 1 quarter. The position peaked at $210K in Q4 2014. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Phillips 66 position as of Q1 2015 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 2,934 Phillips 66 shares in Q1 2015, an estimated $210K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Phillips 66 in Q4 2014 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Phillips 66 position peaked at $210K in Q4 2014.
  • 1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.