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First Citizens Bancorporation’s Phillips 66 PSX Stock Holding History

First Citizens Bancorporation’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
Q4 		$943K Buy
13,162
+1,560
+13% +$115K 0.63% 75
2014
Q3 		$943K Buy
11,602
+1,737
+18% +$145K 0.68% 66
2014
Q2 		$793K Buy
+9,865
New +$813K 0.6% 75

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $544B AUM 28.31% 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

First Citizens Bancorporation's PSX Position: Q4 2014 in Review

First Citizens Bancorporation increased its Phillips 66 (PSX) stake by 13% in Q4 2014, buying an estimated $115K and bringing the position to 13,162 shares worth $943K. The position accounts for 0.63% of the portfolio, ranked #75.

First Citizens Bancorporation first reported a position in PSX in Q2 2014 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • First Citizens Bancorporation held 13,162 shares of Phillips 66 worth $943K as of Q4 2014.
  • First Citizens Bancorporation bought 1,560 Phillips 66 shares in Q4 2014, an estimated $115K.
  • Phillips 66 made up 0.63% of First Citizens Bancorporation's portfolio in Q4 2014, its #75 holding.
  • First Citizens Bancorporation first reported a position in Phillips 66 in Q2 2014 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.