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Founders Bank & Trust’s Phillips 66 PSX Stock Holding History

Founders Bank & 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
2014
Q4 		$20K Hold
276
– – 0.01% 245
2014
Q3 		$22K Hold
276
– – 0.01% 228
2014
Q2 		$22K Hold
276
– – 0.01% 228
2014
Q1 		$21K Hold
276
– – 0.01% 228
2013
Q4 		$20K Hold
276
– – 0.01% 244
2013
Q3 		$16K Hold
276
– – 0.01% 234
2013
Q2 		$16K Buy
+276
New +$17.3K 0.01% 221

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 $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Founders Bank & Trust's PSX Position: Q4 2014 in Review

Founders Bank & Trust held its Phillips 66 (PSX) position steady in Q4 2014 at 276 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #245.

Founders Bank & Trust first reported a position in PSX in Q2 2013 and has held it in 7 quarters since. The position peaked at $22K in Q3 2014. 1,041 funds tracked by Wall St. Rank hold PSX as of Q4 2014.

  • Founders Bank & Trust held 276 shares of Phillips 66 worth $20K as of Q4 2014.
  • Founders Bank & Trust left its Phillips 66 share count unchanged in Q4 2014.
  • Phillips 66 made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #245 holding.
  • Founders Bank & Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Phillips 66 position peaked at $22K in Q3 2014.
  • 1,041 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.