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Sumitomo Life Insurance’s Phillips 66 PSX Stock Holding History

Sumitomo 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
2017
Q2 		– Sell
-14,564
Closed -$1.15M – 282
2017
Q1 		$1.15M Sell
14,564
-904
-6% -$72.8K 0.16% 199
2016
Q4 		$1.34M Buy
15,468
+343
+2% +$28.5K 0.19% 182
2016
Q3 		$1.22M Sell
15,125
-12,704
-46% -$987K 0.18% 190
2016
Q2 		$2.21M Sell
27,829
-980
-3% -$80K 0.3% 105
2016
Q1 		$2.5M Sell
28,809
-872
-3% -$70.9K 0.32% 98
2015
Q4 		$2.43M Sell
29,681
-700
-2% -$60.4K 0.31% 100
2015
Q3 		$2.33M Sell
30,381
-774
-2% -$61.5K 0.31% 96
2015
Q2 		$2.51M Sell
31,155
-3,855
-11% -$306K 0.31% 103
2015
Q1 		$2.75M Sell
35,010
-3,690
-10% -$271K 0.3% 107
2014
Q4 		$2.77M Buy
38,700
+7,627
+25% +$563K 0.28% 120
2014
Q3 		$2.53M Sell
31,073
-847
-3% -$70.5K 0.25% 145
2014
Q2 		$2.57M Buy
31,920
+165
+0.5% +$13.6K 0.25% 150
2014
Q1 		$2.45M Sell
31,755
-2,681
-8% -$204K 0.24% 156
2013
Q4 		$2.66M Sell
34,436
-24,634
-42% -$1.64M 0.24% 151
2013
Q3 		$3.42M Sell
59,070
-2,258
-4% -$131K 0.32% 105
2013
Q2 		$3.61M Buy
+61,328
New +$3.85M 0.35% 94

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumitomo Life Insurance's PSX Position: Q2 2017 in Review

Sumitomo Life Insurance sold out of Phillips 66 (PSX) in Q2 2017, closing a stake of 14,564 shares — an estimated $1.15M sold.

Sumitomo Life Insurance first reported a position in PSX in Q2 2013 and held it in 16 quarters. The position peaked at $3.61M in Q2 2013. 1,117 funds tracked by Wall St. Rank hold PSX as of Q2 2017.

  • Sumitomo Life Insurance reported no remaining Phillips 66 position as of Q2 2017 after selling out during the quarter.
  • Sumitomo Life Insurance sold 14,564 Phillips 66 shares in Q2 2017, an estimated $1.15M.
  • Sumitomo Life Insurance first reported a position in Phillips 66 in Q2 2013 and held it in 16 quarters.
  • Sumitomo Life Insurance's Phillips 66 position peaked at $3.61M in Q2 2013.
  • 1,117 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2017.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.