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

Mariner Wealth Advisors (NYC)’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	$11K	Buy	+142	New	+$10.4K	0.01%	366

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Phillips 66 (PSX) in Q1 2015: 142 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings.

1,064 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Mariner Wealth Advisors (NYC) held 142 shares of Phillips 66 worth $11K as of Q1 2015.
Phillips 66 was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Phillips 66 made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #366 holding.
1,064 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.