Fiduciary Services Corp’s Phillips 66 PSX Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$1.64M	Buy	20,869 +760	+4%	+$55.8K	0.54%	62
2014 Q4	$1.44M	Sell	20,109 -415	-2%	-$30.6K	0.5%	69
2014 Q3	$1.67M	Sell	20,524 -1,417	-6%	-$118K	0.61%	55
2014 Q2	$1.76M	Buy	21,941 +192	+0.9%	+$15.8K	0.66%	52
2014 Q1	$1.68M	Sell	21,749 -1,214	-5%	-$92.4K	0.67%	50
2013 Q4	$1.77M	Sell	22,963 -833	-4%	-$55.6K	0.71%	49
2013 Q3	$1.38M	Sell	23,796 -2,391	-9%	-$139K	0.61%	53
2013 Q2	$1.54M	Buy	+26,187	New	+$1.65M	0.69%	51

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fiduciary Services Corp's PSX Position: Q1 2015 in Review

Fiduciary Services Corp increased its Phillips 66 (PSX) stake by 3.8% in Q1 2015, buying an estimated $55.8K and bringing the position to 20,869 shares worth $1.64M. The position accounts for 0.54% of the portfolio, ranked #62.

Fiduciary Services Corp first reported a position in PSX in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.77M in Q4 2013. 1,063 funds tracked by Wall St. Rank hold PSX as of Q1 2015.

Fiduciary Services Corp held 20,869 shares of Phillips 66 worth $1.64M as of Q1 2015.
Fiduciary Services Corp bought 760 Phillips 66 shares in Q1 2015, an estimated $55.8K.
Phillips 66 made up 0.54% of Fiduciary Services Corp's portfolio in Q1 2015, its #62 holding.
Fiduciary Services Corp first reported a position in Phillips 66 in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Phillips 66 position peaked at $1.77M in Q4 2013.
1,063 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.