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Sensible Financial Planning & Management’s Phillips 66 PSX Stock Holding History

Sensible Financial Planning & Management’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
-25
Closed -$2K – 83
2015
Q4 		$2K Buy
+25
New +$2.16K ﹤0.01% 80

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

Sensible Financial Planning & Management's PSX Position: Q1 2016 in Review

Sensible Financial Planning & Management sold out of Phillips 66 (PSX) in Q1 2016, closing a stake of 25 shares — an estimated $2K sold.

Sensible Financial Planning & Management first reported a position in PSX in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 1,123 funds tracked by Wall St. Rank hold PSX as of Q1 2016.

  • Sensible Financial Planning & Management reported no remaining Phillips 66 position as of Q1 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 25 Phillips 66 shares in Q1 2016, an estimated $2K.
  • Sensible Financial Planning & Management first reported a position in Phillips 66 in Q4 2015 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Phillips 66 position peaked at $2K in Q4 2015.
  • 1,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2016, filed 13 May 2016.