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Mitsubishi UFJ Securities’s Phillips 66 PSX Stock Holding History

Mitsubishi UFJ Securities’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
2016
Q1 		– Sell
-90
Closed -$7K – 276
2015
Q4 		$7K Sell
90
-90
-50% -$7.77K 0.01% 223
2015
Q3 		$14K Sell
180
-190
-51% -$15.1K 0.1% 151
2015
Q2 		$30K Hold
370
– – 0.2% 108
2015
Q1 		$29K Buy
+370
New +$27.2K 0.08% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mitsubishi UFJ Securities's PSX Position: Q1 2016 in Review

Mitsubishi UFJ Securities sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 90 shares — an estimated $7K sold.

Mitsubishi UFJ Securities first reported a position in PSX in Q1 2015 and held it in 4 quarters. The position peaked at $30K in Q2 2015. 1,123 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Mitsubishi UFJ Securities reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 90 Phillips 66 shares in Q1 2016, an estimated $7K.
  • Mitsubishi UFJ Securities first reported a position in Phillips 66 in Q1 2015 and held it in 4 quarters.
  • Mitsubishi UFJ Securities's Phillips 66 position peaked at $30K in Q2 2015.
  • 1,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Mitsubishi UFJ Securities's 13F filing for Q1 2016, filed 13 May 2016.