Sarofim Fayez’s Phillips 66 PSX Stock Holding History

Sarofim Fayez’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 Q3	$133M	Buy	+2,295,471	New	+$133M	0.65%	49

Other funds holding PSX

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sarofim Fayez's PSX Position: Q3 2013 in Review

Sarofim Fayez opened a new position in Phillips 66 (PSX) in Q3 2013: 2,295,471 shares worth $133M. The stake represents 0.65% of the portfolio and ranks #49 among its holdings.

911 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

Sarofim Fayez held 2,295,471 shares of Phillips 66 worth $133M as of Q3 2013.
Phillips 66 was a new Sarofim Fayez position in Q3 2013.
Phillips 66 made up 0.65% of Sarofim Fayez's portfolio in Q3 2013, its #49 holding.
911 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.