Baxter Bros Inc’s Phillips 66 PSX Stock Holding History

Baxter Bros Inc’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	$4.16M	Sell	22,846 -1,490	-6%	-$233K	0.51%	45
2025 Q4	$3.14M	Sell	24,336 -329	-1%	-$44.3K	0.36%	56
2025 Q3	$3.35M	Sell	24,665 -1,402	-5%	-$180K	0.39%	57
2025 Q2	$3.11M	Sell	26,067 -3,370	-11%	-$378K	0.38%	49
2025 Q1	$3.63M	Buy	29,437 +287	+1%	+$35.4K	0.48%	44
2024 Q4	$3.32M	Sell	29,150 -637	-2%	-$81K	0.43%	46
2024 Q3	$3.92M	Sell	29,787 -1,065	-3%	-$144K	0.51%	43
2024 Q2	$4.36M	Sell	30,852 -156	-0.5%	-$23.1K	0.57%	42
2024 Q1	$5.06M	Buy	31,008 +2,231	+8%	+$322K	0.65%	40
2023 Q4	$3.83M	Buy	28,777 +339	+1%	+$40.5K	0.53%	43
2023 Q3	$3.42M	Buy	28,438 +253	+0.9%	+$28.4K	0.52%	43
2023 Q2	$2.69M	Buy	28,185 +1,855	+7%	+$180K	0.4%	54
2023 Q1	$2.67M	Buy	26,330 +120	+0.5%	+$12.2K	0.42%	55
2022 Q4	$2.73M	Sell	26,210 -24	-0.1%	-$2.46K	0.45%	53
2022 Q3	$2.12M	Buy	26,234 +991	+4%	+$84.5K	0.38%	56
2022 Q2	$2.07M	Buy	25,243 +3,167	+14%	+$293K	0.37%	55
2022 Q1	$1.91M	Buy	22,076 +645	+3%	+$54.3K	0.29%	59
2021 Q4	$1.55M	Sell	21,431 -229	-1%	-$17.3K	0.23%	64
2021 Q3	$1.52M	Sell	21,660 -636	-3%	-$46K	0.24%	63
2021 Q2	$1.91M	Sell	22,296 -321	-1%	-$27.1K	0.3%	59
2021 Q1	$1.84M	Sell	22,617 -848	-4%	-$66.5K	0.32%	56
2020 Q4	$1.64M	Sell	23,465 -2,316	-9%	-$136K	0.31%	56
2020 Q3	$1.34M	Sell	25,781 -694	-3%	-$42.4K	0.29%	56
2020 Q2	$1.9M	Sell	26,475 -1,098	-4%	-$77.7K	0.45%	49
2020 Q1	$1.48M	Buy	27,573 +11,998	+77%	+$976K	0.38%	53
2019 Q4	$1.74M	Hold	15,575	–	–	0.36%	52
2019 Q3	$1.59M	Buy	15,575 +2,241	+17%	+$225K	0.36%	52
2019 Q2	$1.25M	Buy	13,334 +1,070	+9%	+$96K	0.28%	57
2019 Q1	$1.17M	Sell	12,264 -900	-7%	-$85.6K	0.27%	59
2018 Q4	$1.13M	Sell	13,164 -74	-0.6%	-$7.23K	0.31%	55
2018 Q3	$1.49M	Sell	13,238 -791	-6%	-$91.4K	0.36%	55
2018 Q2	$1.58M	Buy	14,029 +179	+1%	+$20.1K	0.42%	52
2018 Q1	$1.33M	Sell	13,850 -356	-3%	-$34.7K	0.36%	54
2017 Q4	$1.44M	Sell	14,206 -458	-3%	-$43.5K	0.39%	54
2017 Q3	$1.34M	Sell	14,664 -1,300	-8%	-$110K	0.39%	55
2017 Q2	$1.32M	Sell	15,964 -325	-2%	-$25.5K	0.4%	52
2017 Q1	$1.29M	Sell	16,289 -520	-3%	-$41.9K	0.4%	51
2016 Q4	$1.45M	Sell	16,809 -51	-0.3%	-$4.24K	0.47%	47
2016 Q3	$1.36M	Buy	16,860 +925	+6%	+$71.9K	0.46%	46
2016 Q2	$1.26M	Buy	+15,935	New	+$1.3M	0.44%	49
2015 Q4	$1.08M	Buy	13,215 +79	+0.6%	+$6.82K	0.4%	56
2015 Q3	$1.06M	Hold	13,136	–	–	0.39%	59
2015 Q2	$1.06M	Buy	13,136 +28	+0.2%	+$2.23K	0.39%	59
2015 Q1	$1.03M	Sell	13,108 -2	-0%	-$147	0.37%	58
2014 Q4	$940K	Sell	13,110 -87	-0.7%	-$6.42K	0.34%	58
2014 Q3	$1.07M	Sell	13,197 -594	-4%	-$49.4K	0.42%	51
2014 Q2	$1.11M	Buy	13,791 +150	+1%	+$12.4K	0.46%	51
2014 Q1	$1.05M	Sell	13,641 -712	-5%	-$54.2K	0.48%	50
2013 Q4	$1.11M	Sell	14,353 -125	-0.9%	-$8.34K	0.52%	47
2013 Q3	$837K	Buy	14,478 +1,650	+13%	+$95.7K	0.46%	48
2013 Q2	$756K	Buy	+12,828	New	+$806K	0.46%	47

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baxter Bros Inc's PSX Position: Q1 2026 in Review

Baxter Bros Inc reduced its Phillips 66 (PSX) stake by 6.1% in Q1 2026, selling an estimated $233K and leaving 22,846 shares worth $4.16M. The position accounts for 0.51% of the portfolio, ranked #45.

Baxter Bros Inc first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.06M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Baxter Bros Inc held 22,846 shares of Phillips 66 worth $4.16M as of Q1 2026.
Baxter Bros Inc sold 1,490 Phillips 66 shares in Q1 2026, an estimated $233K.
Phillips 66 made up 0.51% of Baxter Bros Inc's portfolio in Q1 2026, its #45 holding.
Baxter Bros Inc first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
Baxter Bros Inc's Phillips 66 position peaked at $5.06M in Q1 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Baxter Bros Inc's 13F filing for Q1 2026, filed 28 Apr 2026.