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Liberty Mutual Group Asset Management’s Phillips 66 PSX Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-16,776
Closed -$1.89M – 603
2018
Q3 		$1.89M Hold
16,776
– – 0.04% 167
2018
Q2 		$1.88M Sell
16,776
-349
-2% -$39.2K 0.05% 158
2018
Q1 		$1.64M Hold
17,125
– – 0.05% 190
2017
Q4 		$1.73M Sell
17,125
-1,038
-6% -$98.7K 0.05% 218
2017
Q3 		$1.66M Sell
18,163
-10,058
-36% -$852K 0.09% 227
2017
Q2 		$2.33M Buy
28,221
+6,379
+29% +$501K 0.09% 240
2017
Q1 		$1.73M Sell
21,842
-9,572
-30% -$771K 0.07% 391
2016
Q4 		$2.71M Buy
31,414
+1,836
+6% +$153K 0.1% 230
2016
Q3 		$2.38M Sell
29,578
-2,256
-7% -$175K 0.08% 247
2016
Q2 		$2.52M Buy
31,834
+1,386
+5% +$113K 0.09% 217
2016
Q1 		$2.64M Buy
30,448
+2,338
+8% +$190K 0.11% 193
2015
Q4 		$2.3M Buy
28,110
+233
+0.8% +$20.1K 0.09% 314
2015
Q3 		$2.14M Sell
27,877
-3,608
-11% -$287K 0.08% 294
2015
Q2 		$2.54M Sell
31,485
-12,373
-28% -$983K 0.09% 269
2015
Q1 		$3.45M Sell
43,858
-2,241
-5% -$164K 0.11% 192
2014
Q4 		$3.31M Buy
46,099
+7,705
+20% +$568K 0.1% 213
2014
Q3 		$3.12M Sell
38,394
-1,846
-5% -$154K 0.1% 216
2014
Q2 		$3.24M Sell
40,240
-811
-2% -$66.8K 0.1% 199
2014
Q1 		$3.16M Buy
41,051
+3,121
+8% +$238K 0.1% 185
2013
Q4 		$2.93M Buy
37,930
+1,036
+3% +$69.1K 0.1% 189
2013
Q3 		$2.13M Buy
36,894
+7,331
+25% +$425K 0.08% 273
2013
Q2 		$1.74M Buy
+29,563
New +$1.86M 0.07% 363

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Mutual Group Asset Management's PSX Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Phillips 66 (PSX) in Q4 2018, closing a stake of 16,776 shares — an estimated $1.89M sold.

Liberty Mutual Group Asset Management first reported a position in PSX in Q2 2013 and held it in 22 quarters. The position peaked at $3.45M in Q1 2015. 1,355 funds tracked by Wall St. Rank hold PSX as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Phillips 66 position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 16,776 Phillips 66 shares in Q4 2018, an estimated $1.89M.
  • Liberty Mutual Group Asset Management first reported a position in Phillips 66 in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Phillips 66 position peaked at $3.45M in Q1 2015.
  • 1,355 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.