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Michael B. Elefante’s Phillips 66 PSX Stock Holding History

Michael B. Elefante’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
2014
Q4 		$197K Hold
2,750
– – 0.22% 77
2014
Q3 		$224K Hold
2,750
– – 0.1% 90
2014
Q2 		$221K Hold
2,750
– – 0.09% 100
2014
Q1 		$212K Hold
2,750
– – 0.09% 99
2013
Q4 		$212K Buy
+2,750
New +$183K 0.1% 97

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Michael B. Elefante's PSX Position: Q4 2014 in Review

Michael B. Elefante held its Phillips 66 (PSX) position steady in Q4 2014 at 2,750 shares worth $197K. The position accounts for 0.22% of the portfolio, ranked #77.

Michael B. Elefante first reported a position in PSX in Q4 2013 and has held it in 5 quarters since. The position peaked at $224K in Q3 2014. 1,041 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • Michael B. Elefante held 2,750 shares of Phillips 66 worth $197K as of Q4 2014.
  • Michael B. Elefante left its Phillips 66 share count unchanged in Q4 2014.
  • Phillips 66 made up 0.22% of Michael B. Elefante's portfolio in Q4 2014, its #77 holding.
  • Michael B. Elefante first reported a position in Phillips 66 in Q4 2013 and has held it in 5 quarters since.
  • Michael B. Elefante's Phillips 66 position peaked at $224K in Q3 2014.
  • 1,041 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.