WIL
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Winifred I. Li’s Phillips 66 PSX Stock Holding History

Winifred I. Li’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
2014
Q4 		$94K Hold
1,317
– – 0.09% 197
2014
Q3 		$107K Hold
1,317
– – 0.1% 176
2014
Q2 		$106K Sell
1,317
-522
-28% -$43K 0.09% 191
2014
Q1 		$142K Sell
1,839
-600
-25% -$45.7K 0.12% 154
2013
Q4 		$188K Sell
2,439
-830
-25% -$55.4K 0.16% 132
2013
Q3 		$189K Sell
3,269
-25
-0.8% -$1.45K 0.17% 127
2013
Q2 		$194K Buy
+3,294
New +$207K 0.18% 124

Other funds holding PSX

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winifred I. Li's PSX Position: Q4 2014 in Review

Winifred I. Li held its Phillips 66 (PSX) position steady in Q4 2014 at 1,317 shares worth $94K. The position accounts for 0.09% of the portfolio, ranked #197.

Winifred I. Li first reported a position in PSX in Q2 2013 and has held it in 7 quarters since. The position peaked at $194K in Q2 2013. 1,040 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • Winifred I. Li held 1,317 shares of Phillips 66 worth $94K as of Q4 2014.
  • Winifred I. Li left its Phillips 66 share count unchanged in Q4 2014.
  • Phillips 66 made up 0.09% of Winifred I. Li's portfolio in Q4 2014, its #197 holding.
  • Winifred I. Li first reported a position in Phillips 66 in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Phillips 66 position peaked at $194K in Q2 2013.
  • 1,040 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.