Amica Mutual Insurance’s Phillips 66 PSX Stock Holding History

Amica Mutual Insurance’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
2020 Q3	–	Sell	-22,000	Closed	-$1.58M	–	183
2020 Q2	$1.58M	Sell	22,000 -27,281	-55%	-$1.93M	0.19%	132
2020 Q1	$2.64M	Buy	49,281 +31,011	+170%	+$2.52M	0.37%	79
2019 Q4	$2.04M	Sell	18,270 -2,644	-13%	-$297K	0.26%	101
2019 Q3	$2.14M	Hold	20,914	–	–	0.27%	100
2019 Q2	$1.96M	Hold	20,914	–	–	0.25%	102
2019 Q1	$1.99M	Hold	20,914	–	–	0.25%	105
2018 Q4	$1.8M	Hold	20,914	–	–	0.23%	108
2018 Q3	$2.36M	Hold	20,914	–	–	0.24%	106
2018 Q2	$2.35M	Hold	20,914	–	–	0.28%	104
2018 Q1	$2.01M	Hold	20,914	–	–	0.25%	126
2017 Q4	$2.12M	Sell	20,914 -15,120	-42%	-$1.44M	0.21%	139
2017 Q3	$3.3M	Hold	36,034	–	–	0.29%	95
2017 Q2	$2.98M	Hold	36,034	–	–	0.27%	117
2017 Q1	$2.85M	Hold	36,034	–	–	0.26%	115
2016 Q4	$3.11M	Buy	36,034 +5,761	+19%	+$479K	0.28%	91
2016 Q3	$2.44M	Buy	30,273 +6,328	+26%	+$492K	0.23%	116
2016 Q2	$1.9M	Buy	+23,945	New	+$1.96M	0.18%	150

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amica Mutual Insurance's PSX Position: Q3 2020 in Review

Amica Mutual Insurance sold out of Phillips 66 (PSX) in Q3 2020, closing a stake of 22,000 shares — an estimated $1.58M sold.

Amica Mutual Insurance first reported a position in PSX in Q2 2016 and held it in 17 quarters. The position peaked at $3.3M in Q3 2017. 1,129 funds tracked by Wall St. Rank hold PSX as of Q3 2020.

Amica Mutual Insurance reported no remaining Phillips 66 position as of Q3 2020 after selling out during the quarter.
Amica Mutual Insurance sold 22,000 Phillips 66 shares in Q3 2020, an estimated $1.58M.
Amica Mutual Insurance first reported a position in Phillips 66 in Q2 2016 and held it in 17 quarters.
Amica Mutual Insurance's Phillips 66 position peaked at $3.3M in Q3 2017.
1,129 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2020.

Based on Amica Mutual Insurance's 13F filing for Q3 2020, filed 10 Nov 2020.