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Lombard Odier Asset Management (USA)’s Phillips 66 PSX Stock Holding History

Lombard Odier Asset Management (USA)’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
2021
Q1 		– Sell
-60,000
Closed -$4.2M – 378
2020
Q4 		$4.2M Buy
+60,000
New +$3.52M 0.2% 116

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s PSX Position: Q3 2014 in Review

Lombard Odier Asset Management (USA) sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 52,000 shares — an estimated $4.18M sold.

Lombard Odier Asset Management (USA) first reported a position in PSX in Q4 2013 and held it in 3 quarters. The position peaked at $4.18M in Q2 2014. 1,028 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

  • Lombard Odier Asset Management (USA) reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 52,000 Phillips 66 shares in Q3 2014, an estimated $4.18M.
  • Lombard Odier Asset Management (USA) first reported a position in Phillips 66 in Q4 2013 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Phillips 66 position peaked at $4.18M in Q2 2014.
  • 1,028 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2014, filed 14 Nov 2014.