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Achmea Investment Management’s Phillips 66 PSX Stock Holding History

Achmea Investment Management’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
2023
Q3 		– Sell
-890
Closed -$85K – 603
2023
Q2 		$85K Hold
890
– – ﹤0.01% 547
2023
Q1 		$90K Hold
890
– – ﹤0.01% 504
2022
Q4 		$87K Buy
890
+425
+91% +$43.5K ﹤0.01% 549
2022
Q3 		$37K Hold
465
– – ﹤0.01% 574
2022
Q2 		$38K Hold
465
– – ﹤0.01% 560
2022
Q1 		$40K Buy
+465
New +$39.1K ﹤0.01% 573
2021
Q4 		– Sell
-465
Closed -$32K – 505
2021
Q3 		$32K Buy
+465
New +$33.7K ﹤0.01% 556
2020
Q1 		– Sell
-4,310
Closed -$481K – 485
2019
Q4 		$481K Hold
4,310
– – 0.02% 456
2019
Q3 		$442K Sell
4,310
-71,888
-94% -$7.2M 0.02% 447
2019
Q2 		$7.13M Sell
76,198
-7,335
-9% -$658K 0.27% 92
2019
Q1 		$7.95M Sell
83,533
-18,086
-18% -$1.72M 0.33% 66
2018
Q4 		$8.75M Buy
101,619
+11,341
+13% +$1.11M 0.4% 56
2018
Q3 		$10.2M Sell
90,278
-3,636
-4% -$420K 0.39% 64
2018
Q2 		$10.5M Buy
93,914
+13,992
+18% +$1.57M 0.37% 66
2018
Q1 		$7.66M Buy
79,922
+40,083
+101% +$3.9M 0.26% 100
2017
Q4 		$4.03M Buy
39,839
+9,368
+31% +$891K 0.14% 184
2017
Q3 		$2.79M Buy
30,471
+2,362
+8% +$200K 0.16% 163
2017
Q2 		$2.32M Sell
28,109
-57,976
-67% -$4.55M 0.14% 198
2017
Q1 		$6.82M Buy
+86,085
New +$6.93M 0.32% 73

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Achmea Investment Management's PSX Position: Q3 2023 in Review

Achmea Investment Management sold out of Phillips 66 (PSX) in Q3 2023, closing a stake of 890 shares — an estimated $85K sold.

Achmea Investment Management first reported a position in PSX in Q1 2017 and held it in 19 quarters. The position peaked at $10.5M in Q2 2018. 1,661 funds tracked by Wall St. Rank hold PSX as of Q3 2023.

  • Achmea Investment Management reported no remaining Phillips 66 position as of Q3 2023 after selling out during the quarter.
  • Achmea Investment Management sold 890 Phillips 66 shares in Q3 2023, an estimated $85K.
  • Achmea Investment Management first reported a position in Phillips 66 in Q1 2017 and held it in 19 quarters.
  • Achmea Investment Management's Phillips 66 position peaked at $10.5M in Q2 2018.
  • 1,661 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.