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Sunnymeath Asset Management’s Phillips 66 PSX Stock Holding History

Sunnymeath Asset Management’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
2016
Q4 		$35K Hold
402
– – 0.05% 107
2016
Q3 		$34K Buy
+402
New +$31.2K 0.07% 97
2016
Q2 		– Sell
-402
Closed -$35K – 153
2016
Q1 		$35K Buy
+402
New +$32.7K 0.05% 105

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sunnymeath Asset Management's PSX Position: Q4 2016 in Review

Sunnymeath Asset Management held its Phillips 66 (PSX) position steady in Q4 2016 at 402 shares worth $35K. The position accounts for 0.05% of the portfolio, ranked #107.

Sunnymeath Asset Management first reported a position in PSX in Q1 2016 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold PSX as of Q4 2016.

  • Sunnymeath Asset Management held 402 shares of Phillips 66 worth $35K as of Q4 2016.
  • Sunnymeath Asset Management left its Phillips 66 share count unchanged in Q4 2016.
  • Phillips 66 made up 0.05% of Sunnymeath Asset Management's portfolio in Q4 2016, its #107 holding.
  • Sunnymeath Asset Management first reported a position in Phillips 66 in Q1 2016 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.