ST
PSX icon

Stifel Trust’s Phillips 66 PSX Stock Holding History

Stifel Trust’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
Q3 		$1.43M Hold
17,527
– – 0.27% 106
2014
Q2 		$1.41M Sell
17,527
-175
-1% -$14.4K 0.26% 102
2014
Q1 		$1.36M Sell
17,702
-94
-0.5% -$7.16K 0.26% 104
2013
Q4 		$1.37M Sell
17,796
-10
-0.1% -$667 0.26% 100
2013
Q3 		$1.03M Sell
17,806
-94
-0.5% -$5.45K 0.21% 112
2013
Q2 		$1.05M Buy
+17,900
New +$1.12M 0.22% 107

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Trust's PSX Position: Q3 2014 in Review

Stifel Trust held its Phillips 66 (PSX) position steady in Q3 2014 at 17,527 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #106.

Stifel Trust first reported a position in PSX in Q2 2013 and has held it in 6 quarters since. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Stifel Trust held 17,527 shares of Phillips 66 worth $1.43M as of Q3 2014.
  • Stifel Trust left its Phillips 66 share count unchanged in Q3 2014.
  • Phillips 66 made up 0.27% of Stifel Trust's portfolio in Q3 2014, its #106 holding.
  • Stifel Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 6 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.