US Global Investors Funds’s Phillips 66 PSX Stock Holding History

US Global Investors Funds’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 Q4	$2.31M	Buy	+30,000	New	+$2M	0.42%	83

Other funds holding PSX

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Global Investors Funds's PSX Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Phillips 66 (PSX) in Q4 2013: 30,000 shares worth $2.31M. The stake represents 0.42% of the portfolio and ranks #83 among its holdings.

1,003 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

US Global Investors Funds held 30,000 shares of Phillips 66 worth $2.31M as of Q4 2013.
Phillips 66 was a new US Global Investors Funds position in Q4 2013.
Phillips 66 made up 0.42% of US Global Investors Funds's portfolio in Q4 2013, its #83 holding.
1,003 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.