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Wood Investment Counsel’s Phillips 66 PSX Stock Holding History

Wood Investment Counsel’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
Q3 		$26.5M Sell
326,439
-2,507
-0.8% -$209K 3.97% 4
2014
Q2 		$26.5M Sell
328,946
-6,863
-2% -$565K 3.94% 6
2014
Q1 		$25.9M Sell
335,809
-560
-0.2% -$42.6K 4.19% 4
2013
Q4 		$25.9M Buy
336,369
+9,240
+3% +$616K 4.1% 4
2013
Q3 		$18.9M Buy
327,129
+1,855
+0.6% +$108K 3.39% 12
2013
Q2 		$19.2M Buy
+325,274
New +$20.4M 3.55% 9

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Wood Investment Counsel's PSX Position: Q3 2014 in Review

Wood Investment Counsel reduced its Phillips 66 (PSX) stake by 0.76% in Q3 2014, selling an estimated $209K and leaving 326,439 shares worth $26.5M. The position accounts for 3.97% of the portfolio, ranked #4.

Wood Investment Counsel first reported a position in PSX in Q2 2013 and has held it in 6 quarters since. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Wood Investment Counsel held 326,439 shares of Phillips 66 worth $26.5M as of Q3 2014.
  • Wood Investment Counsel sold 2,507 Phillips 66 shares in Q3 2014, an estimated $209K.
  • Phillips 66 made up 3.97% of Wood Investment Counsel's portfolio in Q3 2014, its #4 holding.
  • Wood Investment Counsel first reported a position in Phillips 66 in Q2 2013 and has held it in 6 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.