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Westend Partners’s Phillips 66 PSX Stock Holding History

Westend Partners’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 		$324K Buy
+4,958
New +$287K 0.39% 41

Other funds holding PSX

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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

Westend Partners's PSX Position: Q3 2013 in Review

Westend Partners opened a new position in Phillips 66 (PSX) in Q3 2013: 4,958 shares worth $324K. The stake represents 0.39% of the portfolio and ranks #41 among its holdings.

911 funds tracked by Wall St. Rank hold PSX as of Q3 2013.

  • Westend Partners held 4,958 shares of Phillips 66 worth $324K as of Q3 2013.
  • Phillips 66 was a new Westend Partners position in Q3 2013.
  • Phillips 66 made up 0.39% of Westend Partners's portfolio in Q3 2013, its #41 holding.
  • 911 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.