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Family Capital Trust’s Phillips 66 PSX Stock Holding History

Family Capital Trust’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 		– Sell
-2,500
Closed -$145K – 92
2013
Q3 		$145K Hold
2,500
– – 0.09% 64
2013
Q2 		$147K Buy
+2,500
New +$157K 0.09% 63

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State Street
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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
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Family Capital Trust's PSX Position: Q4 2013 in Review

Family Capital Trust sold out of Phillips 66 (PSX) in Q4 2013, closing a stake of 2,500 shares — an estimated $145K sold.

Family Capital Trust first reported a position in PSX in Q2 2013 and held it in 2 quarters. The position peaked at $147K in Q2 2013. 1,001 funds tracked by Wall St. Rank hold PSX as of Q4 2013.

  • Family Capital Trust reported no remaining Phillips 66 position as of Q4 2013 after selling out during the quarter.
  • Family Capital Trust sold 2,500 Phillips 66 shares in Q4 2013, an estimated $145K.
  • Family Capital Trust first reported a position in Phillips 66 in Q2 2013 and held it in 2 quarters.
  • Family Capital Trust's Phillips 66 position peaked at $147K in Q2 2013.
  • 1,001 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2013.

Based on Family Capital Trust's 13F filing for Q4 2013, filed 29 Jan 2014.