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MU Investments Company’s Phillips 66 PSX Stock Holding History

MU Investments Company’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
Q3 		– Sell
-2,100
Closed -$167K – 193
2016
Q2 		$167K Sell
2,100
-1,400
-40% -$114K 0.11% 92
2016
Q1 		$307K Hold
3,500
– – 0.19% 81
2015
Q4 		$289K Sell
3,500
-1,100
-24% -$94.9K 0.17% 95
2015
Q3 		$343K Hold
4,600
– – 0.19% 95
2015
Q2 		$361K Sell
4,600
-2,200
-32% -$175K 0.17% 113
2015
Q1 		$541K Sell
6,800
-1,010
-13% -$74.1K 0.25% 77
2014
Q4 		$567K Buy
7,810
+350
+5% +$25.8K 0.25% 70
2014
Q3 		$610K Buy
7,460
+910
+14% +$75.8K 0.3% 60
2014
Q2 		$534K Sell
6,550
-700
-10% -$57.7K 0.24% 77
2014
Q1 		$556K Sell
7,250
-1,200
-14% -$91.4K 0.26% 72
2013
Q4 		$635K Sell
8,450
-1,500
-15% -$100K 0.27% 74
2013
Q3 		$582K Sell
9,950
-4,100
-29% -$238K 0.28% 71
2013
Q2 		$832K Buy
+14,050
New +$883K 0.35% 57

Other funds holding PSX

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MU Investments Company's PSX Position: Q3 2016 in Review

MU Investments Company sold out of Phillips 66 (PSX) in Q3 2016, closing a stake of 2,100 shares — an estimated $167K sold.

MU Investments Company first reported a position in PSX in Q2 2013 and held it in 13 quarters. The position peaked at $832K in Q2 2013. 1,085 funds tracked by Wall St. Rank hold PSX as of Q3 2016.

  • MU Investments Company reported no remaining Phillips 66 position as of Q3 2016 after selling out during the quarter.
  • MU Investments Company sold 2,100 Phillips 66 shares in Q3 2016, an estimated $167K.
  • MU Investments Company first reported a position in Phillips 66 in Q2 2013 and held it in 13 quarters.
  • MU Investments Company's Phillips 66 position peaked at $832K in Q2 2013.
  • 1,085 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2016.

Based on MU Investments Company's 13F filing for Q3 2016, filed 26 Oct 2016.