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Winton Capital Management’s Phillips 66 PSX Stock Holding History

Winton 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
2014
Q1 		$52.4M Buy
679,933
+162,084
+31% +$12.3M 0.36% 86
2013
Q4 		$39.9M Buy
517,849
+148,367
+40% +$9.9M 0.36% 94
2013
Q3 		$21.4M Buy
369,482
+103,336
+39% +$5.99M 0.26% 150
2013
Q2 		$15.7M Buy
+266,146
New +$16.7M 0.19% 189

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winton Capital Management's PSX Position: Q1 2014 in Review

Winton Capital Management increased its Phillips 66 (PSX) stake by 31% in Q1 2014, buying an estimated $12.3M and bringing the position to 679,933 shares worth $52.4M. The position accounts for 0.36% of the portfolio, ranked #86.

Winton Capital Management first reported a position in PSX in Q2 2013 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold PSX as of Q1 2014.

  • Winton Capital Management held 679,933 shares of Phillips 66 worth $52.4M as of Q1 2014.
  • Winton Capital Management bought 162,084 Phillips 66 shares in Q1 2014, an estimated $12.3M.
  • Phillips 66 made up 0.36% of Winton Capital Management's portfolio in Q1 2014, its #86 holding.
  • Winton Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 4 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.