Bank Julius Baer & Co
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Bank Julius Baer & Co’s Phillips 66 PSX Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$200K Buy
+1,100
New +$172K ﹤0.01% 500
2025
Q4 		– Sell
-320
Closed -$43.6K – 700
2025
Q3 		$43.6K Buy
+320
New +$41K ﹤0.01% 601
2024
Q3 		– Sell
-2,014
Closed -$316K – 541
2024
Q2 		$316K Buy
2,014
+179
+10% +$26.5K ﹤0.01% 317
2024
Q1 		$300K Buy
1,835
+4
+0.2% +$576 ﹤0.01% 359
2023
Q4 		$244K Buy
+1,831
New +$219K ﹤0.01% 388
2022
Q1 		– Sell
-223
Closed -$16K – 750
2021
Q4 		$16K Sell
223
-2,400
-91% -$181K ﹤0.01% 760
2021
Q3 		$184K Sell
2,623
-4,345
-62% -$315K ﹤0.01% 551
2021
Q2 		$598K Sell
6,968
-5,933
-46% -$501K ﹤0.01% 423
2021
Q1 		$1.05M Buy
12,901
+11,657
+937% +$915K 0.01% 335
2020
Q4 		$87K Buy
1,244
+567
+84% +$33.3K ﹤0.01% 642
2020
Q3 		$35K Sell
677
-212
-24% -$12.9K ﹤0.01% 630
2020
Q2 		$64K Sell
889
-405
-31% -$28.7K ﹤0.01% 551
2020
Q1 		$69K Buy
+1,294
New +$105K ﹤0.01% 522

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank Julius Baer & Co's PSX Position: Q1 2026 in Review

Bank Julius Baer & Co opened a new position in Phillips 66 (PSX) in Q1 2026: 1,100 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in PSX as recently as Q3 2025.

Bank Julius Baer & Co first reported a position in PSX in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2021. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Bank Julius Baer & Co held 1,100 shares of Phillips 66 worth $200K as of Q1 2026.
  • Phillips 66 was a new Bank Julius Baer & Co position in Q1 2026.
  • Phillips 66 made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #500 holding.
  • Bank Julius Baer & Co first reported a position in Phillips 66 in Q1 2020 and has held it in 13 quarters since.
  • Bank Julius Baer & Co's Phillips 66 position peaked at $1.05M in Q1 2021.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.