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Timothy F. Fidgeon’s Phillips 66 PSX Stock Holding History

Timothy F. Fidgeon’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 		$433K Hold
5,645
– – 0.21% 81
2015
Q2 		$455K Hold
5,645
– – 0.2% 81
2015
Q1 		$443K Buy
5,645
+2,750
+95% +$202K 0.19% 85
2014
Q4 		$208K Hold
2,895
– – 0.09% 120
2014
Q3 		$235K Sell
2,895
-300
-9% -$25K 0.11% 117
2014
Q2 		$256K Hold
3,195
– – 0.12% 114
2014
Q1 		$246K Sell
3,195
-150
-4% -$11.4K 0.12% 112
2013
Q4 		$257K Buy
+3,345
New +$223K 0.12% 112

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 $3.37T AUM 44.26% 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

Timothy F. Fidgeon's PSX Position: Q3 2015 in Review

Timothy F. Fidgeon held its Phillips 66 (PSX) position steady in Q3 2015 at 5,645 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #81.

Timothy F. Fidgeon first reported a position in PSX in Q4 2013 and has held it in 8 quarters since. The position peaked at $455K in Q2 2015. 1,049 funds tracked by Wall St. Rank hold PSX as of Q3 2015.

  • Timothy F. Fidgeon held 5,645 shares of Phillips 66 worth $433K as of Q3 2015.
  • Timothy F. Fidgeon left its Phillips 66 share count unchanged in Q3 2015.
  • Phillips 66 made up 0.21% of Timothy F. Fidgeon's portfolio in Q3 2015, its #81 holding.
  • Timothy F. Fidgeon first reported a position in Phillips 66 in Q4 2013 and has held it in 8 quarters since.
  • Timothy F. Fidgeon's Phillips 66 position peaked at $455K in Q2 2015.
  • 1,049 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2015.

Based on Timothy F. Fidgeon's 13F filing for Q3 2015, filed 13 Nov 2015.