TSWM
PSX icon

Triangle Securities Wealth Management’s Phillips 66 PSX Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-140
Closed -$8K – 316
2013
Q2 		$8K Buy
+140
New +$8.8K 0.01% 469

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triangle Securities Wealth Management's PSX Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Phillips 66 (PSX) in Q3 2013, closing a stake of 140 shares — an estimated $8K sold.

Triangle Securities Wealth Management first reported a position in PSX in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 910 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Phillips 66 position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 140 Phillips 66 shares in Q3 2013, an estimated $8K.
  • Triangle Securities Wealth Management first reported a position in Phillips 66 in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Phillips 66 position peaked at $8K in Q2 2013.
  • 910 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.