RSVP
PSX icon

Ramsay Stattman Vela & Price’s Phillips 66 PSX Stock Holding History

Ramsay Stattman Vela & Price’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
2013
Q4 		– Sell
-6,706
Closed -$388K – 52
2013
Q3 		$388K Sell
6,706
-25
-0.4% -$1.45K 0.22% 42
2013
Q2 		$397K Buy
+6,731
New +$423K 0.25% 41

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ramsay Stattman Vela & Price's PSX Position: Q4 2013 in Review

Ramsay Stattman Vela & Price sold out of Phillips 66 (PSX) in Q4 2013, closing a stake of 6,706 shares — an estimated $388K sold.

Ramsay Stattman Vela & Price first reported a position in PSX in Q2 2013 and held it in 2 quarters. The position peaked at $397K in Q2 2013. 1,001 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

  • Ramsay Stattman Vela & Price reported no remaining Phillips 66 position as of Q4 2013 after selling out during the quarter.
  • Ramsay Stattman Vela & Price sold 6,706 Phillips 66 shares in Q4 2013, an estimated $388K.
  • Ramsay Stattman Vela & Price first reported a position in Phillips 66 in Q2 2013 and held it in 2 quarters.
  • Ramsay Stattman Vela & Price's Phillips 66 position peaked at $397K in Q2 2013.
  • 1,001 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Ramsay Stattman Vela & Price's 13F filing for Q4 2013, filed 12 Feb 2014.