UMA
PSX icon

USA Mutuals Advisors’s Phillips 66 PSX Stock Holding History

USA Mutuals Advisors’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
Q2 		– Sell
-32
Closed -$3K – 224
2016
Q1 		$3K Buy
+32
New +$2.6K ﹤0.01% 99

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

USA Mutuals Advisors's PSX Position: Q2 2016 in Review

USA Mutuals Advisors sold out of Phillips 66 (PSX) in Q2 2016, closing a stake of 32 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in PSX in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 1,095 funds tracked by Wall St. Rank hold PSX as of Q2 2016.

  • USA Mutuals Advisors reported no remaining Phillips 66 position as of Q2 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 32 Phillips 66 shares in Q2 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in Phillips 66 in Q1 2016 and held it in 1 quarter.
  • USA Mutuals Advisors's Phillips 66 position peaked at $3K in Q1 2016.
  • 1,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2016.

Based on USA Mutuals Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.