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Violich Capital Management’s Phillips 66 PSX Stock Holding History

Violich Capital 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
Q4 		– Sell
-4,150
Closed -$240K – 106
2013
Q3 		$240K Hold
4,150
– – 0.09% 90
2013
Q2 		$244K Buy
+4,150
New +$261K 0.1% 89

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
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T. Rowe Price Associates
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WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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Violich Capital Management's PSX Position: Q4 2013 in Review

Violich Capital Management sold out of Phillips 66 (PSX) in Q4 2013, closing a stake of 4,150 shares — an estimated $240K sold.

Violich Capital Management first reported a position in PSX in Q2 2013 and held it in 2 quarters. The position peaked at $244K in Q2 2013. 1,001 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

  • Violich Capital Management reported no remaining Phillips 66 position as of Q4 2013 after selling out during the quarter.
  • Violich Capital Management sold 4,150 Phillips 66 shares in Q4 2013, an estimated $240K.
  • Violich Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 2 quarters.
  • Violich Capital Management's Phillips 66 position peaked at $244K in Q2 2013.
  • 1,001 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Violich Capital Management's 13F filing for Q4 2013, filed 18 Feb 2014.