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Stancorp Investment Advisers’s Phillips 66 PSX Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$224K Sell
2,848
-269
-9% -$19.7K 0.11% 159
2014
Q4 		$224K Buy
+3,117
New +$230K 0.1% 160

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stancorp Investment Advisers's PSX Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Phillips 66 (PSX) stake by 8.6% in Q1 2015, selling an estimated $19.7K and leaving 2,848 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #159.

Stancorp Investment Advisers first reported a position in PSX in Q4 2014 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

  • Stancorp Investment Advisers held 2,848 shares of Phillips 66 worth $224K as of Q1 2015.
  • Stancorp Investment Advisers sold 269 Phillips 66 shares in Q1 2015, an estimated $19.7K.
  • Phillips 66 made up 0.11% of Stancorp Investment Advisers's portfolio in Q1 2015, its #159 holding.
  • Stancorp Investment Advisers first reported a position in Phillips 66 in Q4 2014 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.