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Stewart West Indies Trading Company’s Phillips 66 PSX Stock Holding History

Stewart West Indies Trading Company’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
Q1 		– Sell
-32,500
Closed -$2.51M – 54
2013
Q4 		$2.51M Hold
32,500
– – 0.27% 32
2013
Q3 		$1.88M Hold
32,500
– – 0.22% 35
2013
Q2 		$1.92M Buy
+32,500
New +$2.04M 0.22% 32

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T. Rowe Price Associates
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WRF
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Bank of New York Mellon
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Wellington Management Group
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Berkshire Hathaway
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stewart West Indies Trading Company's PSX Position: Q1 2014 in Review

Stewart West Indies Trading Company sold out of Phillips 66 (PSX) in Q1 2014, closing a stake of 32,500 shares — an estimated $2.51M sold.

Stewart West Indies Trading Company first reported a position in PSX in Q2 2013 and held it in 3 quarters. The position peaked at $2.51M in Q4 2013. 1,019 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • Stewart West Indies Trading Company reported no remaining Phillips 66 position as of Q1 2014 after selling out during the quarter.
  • Stewart West Indies Trading Company sold 32,500 Phillips 66 shares in Q1 2014, an estimated $2.51M.
  • Stewart West Indies Trading Company first reported a position in Phillips 66 in Q2 2013 and held it in 3 quarters.
  • Stewart West Indies Trading Company's Phillips 66 position peaked at $2.51M in Q4 2013.
  • 1,019 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2014, filed 15 May 2014.