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Eagle Bay Advisors’s Phillips 66 PSX Stock Holding History

Eagle Bay Advisors’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 		– Sell
-210
Closed -$27.1K – 230
2025
Q4 		$27.1K Buy
+210
New +$28.3K 0.02% 218
2025
Q1 		– Sell
-714
Closed -$81.3K – 750
2024
Q4 		$81.3K Hold
714
– – 0.05% 247
2024
Q3 		$93.8K Buy
714
+23
+3% +$3.11K 0.04% 313
2024
Q2 		$97.5K Buy
691
+200
+41% +$29.6K 0.06% 226
2024
Q1 		$80.2K Sell
491
-18
-4% -$2.59K 0.05% 245
2023
Q4 		$67.7K Sell
509
-809
-61% -$96.7K 0.04% 256
2023
Q3 		$158K Buy
1,318
+332
+34% +$37.3K 0.07% 168
2023
Q2 		$94.1K Sell
986
-58
-6% -$5.64K 0.05% 231
2023
Q1 		$106K Sell
1,044
-94
-8% -$9.56K 0.06% 222
2022
Q4 		$118K Sell
1,138
-896
-44% -$91.6K 0.07% 200
2022
Q3 		$164K Buy
2,034
+197
+11% +$16.8K 0.1% 142
2022
Q2 		$151K Buy
+1,837
New +$170K 0.09% 143
2022
Q1 		– Sell
-220
Closed -$16K – 803
2021
Q4 		$16K Sell
220
-2,933
-93% -$222K 0.01% 610
2021
Q3 		$221K Buy
3,153
+1,460
+86% +$106K 0.12% 121
2021
Q2 		$148K Buy
+1,693
New +$143K 0.12% 113

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $544B AUM 28.31% 1-Year Est. Return

Eagle Bay Advisors's PSX Position: Q1 2026 in Review

Eagle Bay Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 210 shares — an estimated $27.1K sold.

Eagle Bay Advisors first reported a position in PSX in Q2 2021 and held it in 15 quarters. The position peaked at $221K in Q3 2021. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Eagle Bay Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 210 Phillips 66 shares in Q1 2026, an estimated $27.1K.
  • Eagle Bay Advisors first reported a position in Phillips 66 in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Phillips 66 position peaked at $221K in Q3 2021.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.