Orbitronix LP’s Phillips 66 PSX Stock Holding History

Orbitronix LP’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 Q1	–	Sell	-10,000	Closed	-$700K	–	118
2013 Q4	$700K	Buy	+10,000	New	+$667K	0.51%	57

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbitronix LP's PSX Position: Q1 2014 in Review

Orbitronix LP sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 10,000 shares — an estimated $771K sold.

Orbitronix LP first reported a position in PSX in Q4 2013 and held it in 1 quarter. The position peaked at $771K in Q4 2013. 1,018 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

Orbitronix LP reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
Orbitronix LP sold 10,000 Phillips 66 shares in Q1 2014, an estimated $771K.
Orbitronix LP first reported a position in Phillips 66 in Q4 2013 and held it in 1 quarter.
Orbitronix LP's Phillips 66 position peaked at $771K in Q4 2013.
1,018 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Orbitronix LP's 13F filing for Q1 2014, filed 14 May 2014.