SMA
PSX icon

Simply Money Advisors’s Phillips 66 PSX Stock Holding History

Simply Money 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
Q2 		– Sell
-294
Closed -$23K – 39
2014
Q1 		$23K Buy
+294
New +$22.4K ﹤0.01% 35
2013
Q3 		– Sell
-426
Closed -$25K – 304
2013
Q2 		$25K Buy
+426
New +$26.8K ﹤0.01% 98

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simply Money Advisors's PSX Position: Q2 2014 in Review

Simply Money Advisors sold out of Phillips 66 (PSX) in Q2 2014, closing a stake of 294 shares — an estimated $23K sold.

Simply Money Advisors first reported a position in PSX in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q2 2013. 1,039 funds tracked by Wall St. Rank hold PSX as of Q2 2014.

  • Simply Money Advisors reported no remaining Phillips 66 position as of Q2 2014 after selling out during the quarter.
  • Simply Money Advisors sold 294 Phillips 66 shares in Q2 2014, an estimated $23K.
  • Simply Money Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Phillips 66 position peaked at $25K in Q2 2013.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.