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Leuthold Group’s Phillips 66 PSX Stock Holding History

Leuthold Group’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
2016
Q2 		– Sell
-17,450
Closed -$1.51M – 242
2016
Q1 		$1.51M Sell
17,450
-74,016
-81% -$6.02M 0.16% 142
2015
Q4 		$7.48M Buy
91,466
+1,735
+2% +$150K 0.79% 36
2015
Q3 		$6.89M Buy
+89,731
New +$7.13M 0.73% 44
2015
Q1 		– Sell
-63,339
Closed -$4.54M – 214
2014
Q4 		$4.54M Sell
63,339
-13,910
-18% -$1.03M 0.45% 85
2014
Q3 		$6.28M Sell
77,249
-4,584
-6% -$382K 0.57% 67
2014
Q2 		$6.58M Buy
+81,833
New +$6.74M 0.56% 66
2013
Q3 		– Sell
-119,627
Closed -$7.05M – 333
2013
Q2 		$7.05M Buy
+119,627
New +$7.52M 0.65% 41

Other funds holding PSX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leuthold Group's PSX Position: Q2 2016 in Review

Leuthold Group sold out of Phillips 66 (PSX) in Q2 2016, closing a stake of 17,450 shares — an estimated $1.51M sold.

Leuthold Group first reported a position in PSX in Q2 2013 and held it in 7 quarters. The position peaked at $7.48M in Q4 2015. 1,095 funds tracked by Wall St. Rank hold PSX as of Q2 2016.

  • Leuthold Group reported no remaining Phillips 66 position as of Q2 2016 after selling out during the quarter.
  • Leuthold Group sold 17,450 Phillips 66 shares in Q2 2016, an estimated $1.51M.
  • Leuthold Group first reported a position in Phillips 66 in Q2 2013 and held it in 7 quarters.
  • Leuthold Group's Phillips 66 position peaked at $7.48M in Q4 2015.
  • 1,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2016.

Based on Leuthold Group's 13F filing for Q2 2016, filed 15 Aug 2016.