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Jason T DeBerry

@Bancfirst Trust & Investment Management

Latest period2024 - Q4ReportedManaged Assets$223.616MTotal holdings55
Assets growth rate-25.18%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bancfirst Trust & Investment Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Bancfirst Trust & Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 223.616M in assets, with a quarterly growth rate of -25.18% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Jason T DeBerry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BANFBancfirst Corp
Recent Activity
Decreased -46.69%
48.54%
$108.533M
907,318 shares@ $119.63 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.01%
15.53%
$34.726M
328,349 shares@ $105.76 avg price
VTIVanguard Index Fds Total Stk Mkt
Recent Activity
Decreased -4.44%
1.97%
$4.391M
15,100 shares@ $290.82 avg price
VEAVanguard Tax-managed Fds Van Ftse Dev Mkt
Recent Activity
Decreased -4.94%
1.21%
$2.698M
56,442 shares@ $47.81 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.24%
0.6%
$1.331M
9,304 shares@ $143.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.99%
0.51%
$1.119M
1,901 shares@ $588.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -10.18%
0.4%
$880,891
2,073 shares@ $424.94 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -0.45%
0.35%
$778,844
6,592 shares@ $118.15 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.94%
0.32%
$704,716
5,125 shares@ $137.51 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.6%
0.29%
$626,999
10,593 shares@ $59.19 avg price