Stone Toro Investment Advisers’s Phillips 66 PSX Stock Holding History

Stone Toro 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	–	Sell	-3,400	Closed	-$244K	–	55
2014 Q4	$244K	Buy	+3,400	New	+$251K	0.63%	58
2014 Q3	–	Sell	-5,700	Closed	-$458K	–	93
2014 Q2	$458K	Buy	5,700 +3,100	+119%	+$255K	1.32%	24
2014 Q1	$200K	Sell	2,600 -7,800	-75%	-$594K	0.28%	111
2013 Q4	$802K	Buy	10,400 +5,200	+100%	+$347K	0.71%	35
2013 Q3	$301K	Buy	5,200 +728	+16%	+$42.2K	0.2%	106
2013 Q2	$263K	Buy	+4,472	New	+$281K	0.16%	157

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stone Toro Investment Advisers's PSX Position: Q1 2015 in Review

Stone Toro Investment Advisers sold out of Phillips 66 (PSX) in Q1 2015, closing a stake of 3,400 shares — an estimated $244K sold.

Stone Toro Investment Advisers first reported a position in PSX in Q2 2013 and held it in 6 quarters. The position peaked at $802K in Q4 2013. 1,064 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Stone Toro Investment Advisers reported no remaining Phillips 66 position as of Q1 2015 after selling out during the quarter.
Stone Toro Investment Advisers sold 3,400 Phillips 66 shares in Q1 2015, an estimated $244K.
Stone Toro Investment Advisers first reported a position in Phillips 66 in Q2 2013 and held it in 6 quarters.
Stone Toro Investment Advisers's Phillips 66 position peaked at $802K in Q4 2013.
1,064 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.