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Piedmont Investment Advisors’s Phillips 66 PSX Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-10,851
Closed -$582K – 538
2020
Q1 		$582K Sell
10,851
-91,006
-89% -$7.41M 0.02% 410
2019
Q4 		$11.3M Buy
101,857
+1,659
+2% +$186K 0.39% 64
2019
Q3 		$10.3M Buy
100,198
+56,369
+129% +$5.65M 0.4% 60
2019
Q2 		$4.1M Sell
43,829
-32,831
-43% -$2.95M 0.16% 140
2019
Q1 		$7.3M Sell
76,660
-22,580
-23% -$2.15M 0.3% 81
2018
Q4 		$8.55M Buy
99,240
+3,563
+4% +$348K 0.41% 54
2018
Q3 		$10.8M Buy
95,677
+25,472
+36% +$2.94M 0.45% 46
2018
Q2 		$7.88M Sell
70,205
-38,258
-35% -$4.3M 0.38% 67
2018
Q1 		$10.4M Sell
108,463
-46,342
-30% -$4.51M 0.28% 95
2017
Q4 		$15.7M Sell
154,805
-15,198
-9% -$1.44M 0.31% 82
2017
Q3 		$15.6M Buy
170,003
+76,770
+82% +$6.5M 0.33% 75
2017
Q2 		$7.71M Sell
93,233
-2,416
-3% -$190K 0.17% 157
2017
Q1 		$7.58M Sell
95,649
-18,144
-16% -$1.46M 0.16% 166
2016
Q4 		$9.83M Buy
113,793
+20,980
+23% +$1.74M 0.2% 131
2016
Q3 		$7.48M Sell
92,813
-9,591
-9% -$746K 0.16% 149
2016
Q2 		$8.12M Sell
102,404
-19,060
-16% -$1.56M 0.17% 142
2016
Q1 		$10.5M Buy
121,464
+1,867
+2% +$152K 0.22% 118
2015
Q4 		$9.78M Buy
119,597
+13
+0% +$1.12K 0.21% 123
2015
Q3 		$9.19M Buy
119,584
+949
+0.8% +$75.4K 0.21% 124
2015
Q2 		$9.56M Buy
118,635
+117,707
+12,684% +$9.35M 0.2% 131
2015
Q1 		$72.9K Hold
928
– – ﹤0.01% 174
2014
Q4 		$66.5K Buy
928
+216
+30% +$15.9K ﹤0.01% 175
2014
Q3 		$57.9K Sell
712
-20
-3% -$1.67K ﹤0.01% 175
2014
Q2 		$58.9K Buy
+732
New +$60.3K ﹤0.01% 178
2013
Q4 		– Sell
-29,423
Closed -$1.7M – 375
2013
Q3 		$1.7M Sell
29,423
-1,050
-3% -$60.9K 0.09% 103
2013
Q2 		$1.8M Buy
+30,473
New +$1.91M 0.08% 142

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Piedmont Investment Advisors's PSX Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Phillips 66 (PSX) in Q2 2020, closing a stake of 10,851 shares — an estimated $582K sold.

Piedmont Investment Advisors first reported a position in PSX in Q2 2013 and held it in 26 quarters. The position peaked at $15.7M in Q4 2017. 1,269 funds tracked by Wall St. Rank hold PSX as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Phillips 66 position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 10,851 Phillips 66 shares in Q2 2020, an estimated $582K.
  • Piedmont Investment Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 26 quarters.
  • Piedmont Investment Advisors's Phillips 66 position peaked at $15.7M in Q4 2017.
  • 1,269 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.