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Ruane, Cunniff & Goldfarb’s Phillips 66 PSX Stock Holding History

Ruane, Cunniff & Goldfarb’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
-39,637
Closed -$3.24M – 143
2015
Q4 		$3.24M Hold
39,637
– – 0.02% 80
2015
Q3 		$3.05M Buy
39,637
+146
+0.4% +$11.6K 0.02% 81
2015
Q2 		$3.18M Hold
39,491
– – 0.02% 86
2015
Q1 		$3.1M Hold
39,491
– – 0.01% 85
2014
Q4 		$2.83M Hold
39,491
– – 0.01% 86
2014
Q3 		$3.21M Sell
39,491
-439
-1% -$36.5K 0.02% 83
2014
Q2 		$3.21M Sell
39,930
-425
-1% -$35K 0.02% 84
2014
Q1 		$3.11M Hold
40,355
– – 0.02% 77
2013
Q4 		$3.11M Hold
40,355
– – 0.02% 83
2013
Q3 		$2.33M Buy
+40,355
New +$2.34M 0.01% 87

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's PSX Position: Q1 2016 in Review

Ruane, Cunniff & Goldfarb sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 39,637 shares — an estimated $3.24M sold.

Ruane, Cunniff & Goldfarb first reported a position in PSX in Q3 2013 and held it in 10 quarters. The position peaked at $3.24M in Q4 2015. 1,122 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Ruane, Cunniff & Goldfarb reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Ruane, Cunniff & Goldfarb sold 39,637 Phillips 66 shares in Q1 2016, an estimated $3.24M.
  • Ruane, Cunniff & Goldfarb first reported a position in Phillips 66 in Q3 2013 and held it in 10 quarters.
  • Ruane, Cunniff & Goldfarb's Phillips 66 position peaked at $3.24M in Q4 2015.
  • 1,122 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2016, filed 16 May 2016.