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Strategic Capital Alternatives’s Phillips 66 PSX Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-1,641
Closed -$131K – 436
2015
Q2 		$131K Hold
1,641
– – 0.03% 221
2015
Q1 		$129K Buy
+1,641
New +$120K 0.03% 194
2014
Q4 		– Sell
-882
Closed -$72K – 272
2014
Q3 		$72K Buy
+882
New +$73.4K 0.03% 197

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Strategic Capital Alternatives's PSX Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Phillips 66 (PSX) in Q3 2015, closing a stake of 1,641 shares — an estimated $131K sold.

Strategic Capital Alternatives first reported a position in PSX in Q3 2014 and held it in 3 quarters. The position peaked at $131K in Q2 2015. 1,049 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Phillips 66 position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 1,641 Phillips 66 shares in Q3 2015, an estimated $131K.
  • Strategic Capital Alternatives first reported a position in Phillips 66 in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Phillips 66 position peaked at $131K in Q2 2015.
  • 1,049 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.