Daiwa Capital Markets America’s Phillips 66 PSX Stock Holding History

Daiwa Capital Markets America’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	$5.04M	Buy	+65,350	New	+$4.36M	0.04%	134

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Capital Markets America's PSX Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in Phillips 66 (PSX) in Q4 2013: 65,350 shares worth $5.04M. The stake represents 0.04% of the portfolio and ranks #134 among its holdings.

1,003 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

Daiwa Capital Markets America held 65,350 shares of Phillips 66 worth $5.04M as of Q4 2013.
Phillips 66 was a new Daiwa Capital Markets America position in Q4 2013.
Phillips 66 made up 0.04% of Daiwa Capital Markets America's portfolio in Q4 2013, its #134 holding.
1,003 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.