Credit Suisse’s Phillips 66 PSX Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-124,000	Closed	-$8.98M	–	4173
2021 Q4	$8.98M	Buy	124,000 +53,000	+75%	+$4.01M	﹤0.01%	1583
2021 Q3	$4.97M	Sell	71,000 -43,300	-38%	-$3.13M	﹤0.01%	2073
2021 Q2	$9.73M	Buy	114,300 +13,200	+13%	+$1.11M	0.01%	1581
2021 Q1	$8.24M	Buy	101,100 +36,400	+56%	+$2.86M	﹤0.01%	1714
2020 Q4	$4.53M	Buy	+64,700	New	+$3.8M	﹤0.01%	2174
2019 Q3	–	Sell	-51,700	Closed	-$4.84M	–	4225
2019 Q2	$4.84M	Buy	51,700 +32,400	+168%	+$2.91M	﹤0.01%	1778
2019 Q1	$1.84M	Sell	19,300 -80,700	-81%	-$7.67M	﹤0.01%	2437
2018 Q4	$8.62M	Hold	100,000	–	–	0.01%	1236
2018 Q3	$11.3M	Buy	+100,000	New	+$11.6M	0.01%	1190
2018 Q1	–	Sell	-9,000	Closed	-$910K	–	4107
2017 Q4	$910K	Sell	9,000 -16,000	-64%	-$1.52M	﹤0.01%	3069
2017 Q3	$2.29M	Buy	+25,000	New	+$2.12M	﹤0.01%	2430
2016 Q3	–	Sell	-70,000	Closed	-$5.55M	–	4222
2016 Q2	$5.55M	Buy	+70,000	New	+$5.72M	0.01%	1550

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Credit Suisse's PSX Position: Q1 2024 in Review

Credit Suisse reduced its Phillips 66 (PSX) stake by 6.1% in Q1 2024, selling an estimated $5.99M and leaving 641,763 shares worth $105M. The position accounts for 0.1% of the portfolio, ranked #186.

Credit Suisse first reported a position in PSX in Q2 2013 and has held it in 44 quarters since. The position peaked at $123M in Q3 2014. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

Credit Suisse held 641,763 shares of Phillips 66 worth $105M as of Q1 2024.
Credit Suisse sold 41,574 Phillips 66 shares in Q1 2024, an estimated $5.99M.
Phillips 66 made up 0.1% of Credit Suisse's portfolio in Q1 2024, its #186 holding.
Credit Suisse first reported a position in Phillips 66 in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Phillips 66 position peaked at $123M in Q3 2014.
1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.