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KMS Financial Services’s Phillips 66 PSX Stock Holding History

KMS Financial Services’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
Q3 		$839K Buy
10,318
+247
+2% +$20.6K 0.12% 179
2014
Q2 		$810K Buy
10,071
+513
+5% +$42.3K 0.12% 184
2014
Q1 		$736K Buy
9,558
+477
+5% +$36.3K 0.12% 196
2013
Q4 		$700K Buy
9,081
+873
+11% +$58.2K 0.12% 195
2013
Q3 		$474K Buy
8,208
+848
+12% +$49.2K 0.12% 210
2013
Q2 		$433K Buy
+7,360
New +$462K 0.12% 206

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

KMS Financial Services's PSX Position: Q3 2014 in Review

KMS Financial Services increased its Phillips 66 (PSX) stake by 2.5% in Q3 2014, buying an estimated $20.6K and bringing the position to 10,318 shares worth $839K. The position accounts for 0.12% of the portfolio, ranked #179.

KMS Financial Services first reported a position in PSX in Q2 2013 and has held it in 6 quarters since. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • KMS Financial Services held 10,318 shares of Phillips 66 worth $839K as of Q3 2014.
  • KMS Financial Services bought 247 Phillips 66 shares in Q3 2014, an estimated $20.6K.
  • Phillips 66 made up 0.12% of KMS Financial Services's portfolio in Q3 2014, its #179 holding.
  • KMS Financial Services first reported a position in Phillips 66 in Q2 2013 and has held it in 6 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.