PCA
PSX icon

Private Capital Advisors’s Phillips 66 PSX Stock Holding History

Private Capital Advisors’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
-10,200
Closed -$787K – 109
2013
Q4 		$787K Sell
10,200
-15,300
-60% -$1.02M 0.27% 69
2013
Q3 		$1.47M Buy
+25,500
New +$1.48M 0.54% 61

Other funds holding PSX

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Capital Advisors's PSX Position: Q1 2014 in Review

Private Capital Advisors sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 10,200 shares — an estimated $787K sold.

Private Capital Advisors first reported a position in PSX in Q3 2013 and held it in 2 quarters. The position peaked at $1.47M in Q3 2013. 1,018 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • Private Capital Advisors reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
  • Private Capital Advisors sold 10,200 Phillips 66 shares in Q1 2014, an estimated $787K.
  • Private Capital Advisors first reported a position in Phillips 66 in Q3 2013 and held it in 2 quarters.
  • Private Capital Advisors's Phillips 66 position peaked at $1.47M in Q3 2013.
  • 1,018 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Private Capital Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.