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NWQ Investment Management Company’s Phillips 66 PSX Stock Holding History

NWQ Investment Management 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
Q1 		– Sell
-23,800
Closed -$1.95M – 157
2015
Q4 		$1.95M Sell
23,800
-18,800
-44% -$1.62M 0.03% 142
2015
Q3 		$3.27M Buy
+42,600
New +$3.39M 0.05% 134
2015
Q2 		– Sell
-68,100
Closed -$5.35M – 158
2015
Q1 		$5.35M Buy
+68,100
New +$5M 0.07% 123

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NWQ Investment Management Company's PSX Position: Q2 2018 in Review

NWQ Investment Management Company sold out of Phillips 66 (PSX) in Q2 2018, closing a stake of 2,708 shares — an estimated $260K sold.

NWQ Investment Management Company first reported a position in PSX in Q4 2013 and held it in 18 quarters. The position peaked at $106M in Q1 2015. 1,357 funds tracked by Wall St. Rank hold PSX as of Q2 2018.

  • NWQ Investment Management Company reported no remaining Phillips 66 position as of Q2 2018 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,708 Phillips 66 shares in Q2 2018, an estimated $260K.
  • NWQ Investment Management Company first reported a position in Phillips 66 in Q4 2013 and held it in 18 quarters.
  • NWQ Investment Management Company's Phillips 66 position peaked at $106M in Q1 2015.
  • 1,357 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2018.

Based on NWQ Investment Management Company's 13F filing for Q2 2018, filed 14 Aug 2018.