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Stifel Nicolaus & Co’s Phillips 66 PSX Stock Holding History

Stifel Nicolaus & Co’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 		$2.67M Sell
46,174
-4,997
-10% -$290K 0.04% 388
2013
Q2 		$3.01M Buy
+51,171
New +$3.22M 0.05% 319

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Nicolaus & Co's PSX Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Phillips 66 (PSX) stake by 9.8% in Q3 2013, selling an estimated $290K and leaving 46,174 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #388.

Stifel Nicolaus & Co first reported a position in PSX in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.01M in Q2 2013. 911 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

  • Stifel Nicolaus & Co held 46,174 shares of Phillips 66 worth $2.67M as of Q3 2013.
  • Stifel Nicolaus & Co sold 4,997 Phillips 66 shares in Q3 2013, an estimated $290K.
  • Phillips 66 made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #388 holding.
  • Stifel Nicolaus & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Phillips 66 position peaked at $3.01M in Q2 2013.
  • 911 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.