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BayBridge Capital Group’s Phillips 66 PSX Stock Holding History

BayBridge Capital Group’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
2024
Q3 		– Sell
-9,596
Closed -$1.35M – 100
2024
Q2 		$1.35M Buy
9,596
+265
+3% +$39.2K 1.06% 24
2024
Q1 		$1.47M Buy
9,331
+208
+2% +$30K 1.28% 14
2023
Q4 		$1.21M Buy
+9,123
New +$1.09M 1.12% 17

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BayBridge Capital Group's PSX Position: Q3 2024 in Review

BayBridge Capital Group sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 9,596 shares — an estimated $1.35M sold.

BayBridge Capital Group first reported a position in PSX in Q4 2023 and held it in 3 quarters. The position peaked at $1.47M in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • BayBridge Capital Group reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • BayBridge Capital Group sold 9,596 Phillips 66 shares in Q3 2024, an estimated $1.35M.
  • BayBridge Capital Group first reported a position in Phillips 66 in Q4 2023 and held it in 3 quarters.
  • BayBridge Capital Group's Phillips 66 position peaked at $1.47M in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on BayBridge Capital Group's 13F filing for Q3 2024, filed 23 Oct 2024.