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MYCIO Wealth Partners’s Phillips 66 PSX Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-795
Closed -$64K – 544
2016
Q3 		$64K Buy
795
+500
+169% +$38.9K 0.01% 310
2016
Q2 		$23K Hold
295
– – ﹤0.01% 442
2016
Q1 		$26K Hold
295
– – ﹤0.01% 403
2015
Q4 		$24K Hold
295
– – ﹤0.01% 397
2015
Q3 		$23K Hold
295
– – ﹤0.01% 420
2015
Q2 		$24K Buy
295
+2
+0.7% +$159 ﹤0.01% 407
2015
Q1 		$23K Buy
293
+2
+0.7% +$147 ﹤0.01% 383
2014
Q4 		$21K Buy
291
+2
+0.7% +$148 ﹤0.01% 388
2014
Q3 		$23K Buy
289
+2
+0.7% +$166 0.01% 348
2014
Q2 		$23K Buy
287
+1
+0.3% +$82 0.01% 372
2014
Q1 		$22K Sell
286
-48
-14% -$3.65K 0.01% 372
2013
Q4 		$26K Buy
334
+51
+18% +$3.4K 0.01% 329
2013
Q3 		$16K Buy
283
+2
+0.7% +$116 ﹤0.01% 354
2013
Q2 		$17K Buy
+281
New +$17.7K ﹤0.01% 354

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MYCIO Wealth Partners's PSX Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Phillips 66 (PSX) in Q4 2016, closing a stake of 795 shares — an estimated $64K sold.

MYCIO Wealth Partners first reported a position in PSX in Q2 2013 and held it in 14 quarters. The position peaked at $64K in Q3 2016. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Phillips 66 position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 795 Phillips 66 shares in Q4 2016, an estimated $64K.
  • MYCIO Wealth Partners first reported a position in Phillips 66 in Q2 2013 and held it in 14 quarters.
  • MYCIO Wealth Partners's Phillips 66 position peaked at $64K in Q3 2016.
  • 1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.