GLI
PSX icon

Guardian Life Insurance’s Phillips 66 PSX Stock Holding History

Guardian Life 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
Q1 		– Sell
-1,312
Closed -$146K – 368
2019
Q4 		$146K Hold
1,312
– – 0.03% 131
2019
Q3 		$134K Buy
1,312
+103
+9% +$10.3K 0.02% 151
2019
Q2 		$113K Hold
1,209
– – 0.02% 170
2019
Q1 		$115K Hold
1,209
– – 0.01% 161
2018
Q4 		$104K Buy
1,209
+6
+0.5% +$586 0.02% 156
2018
Q3 		$136K Buy
1,203
+44
+4% +$5.09K 0.02% 137
2018
Q2 		$130K Buy
1,159
+193
+20% +$21.7K 0.02% 131
2018
Q1 		$93K Sell
966
-425
-31% -$41.4K 0.02% 153
2017
Q4 		$141K Buy
1,391
+415
+43% +$39.5K 0.03% 145
2017
Q3 		$89K Sell
976
-6,913
-88% -$586K 0.01% 152
2017
Q2 		$652K Buy
7,889
+6,181
+362% +$485K 0.1% 20
2017
Q1 		$135K Buy
1,708
+11
+0.6% +$886 0.02% 154
2016
Q4 		$147K Sell
1,697
-59
-3% -$4.91K 0.02% 155
2016
Q3 		$141K Hold
1,756
– – 0.01% 182
2016
Q2 		$139K Hold
1,756
– – 0.01% 203
2016
Q1 		$152K Sell
1,756
-491
-22% -$39.9K 0.01% 185
2015
Q4 		$184K Sell
2,247
-553
-20% -$47.7K 0.02% 185
2015
Q3 		$215K Buy
2,800
+422
+18% +$33.5K 0.02% 185
2015
Q2 		$192K Hold
2,378
– – 0.02% 178
2015
Q1 		$187K Sell
2,378
-777
-25% -$57K 0.02% 183
2014
Q4 		$226K Sell
3,155
-24
-0.8% -$1.77K 0.02% 192
2014
Q3 		$258K Sell
3,179
-155
-5% -$12.9K 0.03% 170
2014
Q2 		$268K Sell
3,334
-42
-1% -$3.46K 0.03% 163
2014
Q1 		$260K Sell
3,376
-72
-2% -$5.48K 0.02% 169
2013
Q4 		$266K Sell
3,448
-4,006
-54% -$267K 0.02% 166
2013
Q3 		$431K Sell
7,454
-33
-0.4% -$1.91K 0.04% 179
2013
Q2 		$441K Buy
+7,487
New +$470K 0.04% 173

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

Guardian Life Insurance's PSX Position: Q1 2020 in Review

Guardian Life Insurance sold out of Phillips 66 (PSX) in Q1 2020, closing a stake of 1,312 shares — an estimated $146K sold.

Guardian Life Insurance first reported a position in PSX in Q2 2013 and held it in 27 quarters. The position peaked at $652K in Q2 2017. 1,221 funds tracked by Wall St. Rank hold PSX as of Q1 2020.

  • Guardian Life Insurance reported no remaining Phillips 66 position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 1,312 Phillips 66 shares in Q1 2020, an estimated $146K.
  • Guardian Life Insurance first reported a position in Phillips 66 in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Phillips 66 position peaked at $652K in Q2 2017.
  • 1,221 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.