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CNA Financial’s Phillips 66 PSX Stock Holding History

CNA Financial’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
Q1 		– Sell
-6,700
Closed -$746K – 154
2019
Q4 		$746K Sell
6,700
-3,300
-33% -$371K 0.2% 117
2019
Q3 		$1.02M Hold
10,000
– – 0.23% 113
2019
Q2 		$935K Hold
10,000
– – 0.19% 125
2019
Q1 		$952K Buy
+10,000
New +$951K 0.2% 122

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNA Financial's PSX Position: Q1 2020 in Review

CNA Financial sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 6,700 shares — an estimated $746K sold.

CNA Financial first reported a position in PSX in Q1 2019 and held it in 4 quarters. The position peaked at $1.02M in Q3 2019. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • CNA Financial reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • CNA Financial sold 6,700 Phillips 66 shares in Q1 2020, an estimated $746K.
  • CNA Financial first reported a position in Phillips 66 in Q1 2019 and held it in 4 quarters.
  • CNA Financial's Phillips 66 position peaked at $1.02M in Q3 2019.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on CNA Financial's 13F filing for Q1 2020, filed 12 May 2020.