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Eagle Ridge Investment Management’s Phillips 66 PSX Stock Holding History

Eagle Ridge Investment Management’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
-1,577
Closed -$223K – 149
2024
Q2 		$223K Hold
1,577
– – 0.02% 133
2024
Q1 		$258K Hold
1,577
– – 0.02% 134
2023
Q4 		$210K Buy
+1,577
New +$188K 0.02% 141

Other funds holding PSX

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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

Eagle Ridge Investment Management's PSX Position: Q3 2024 in Review

Eagle Ridge Investment Management sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 1,577 shares — an estimated $223K sold.

Eagle Ridge Investment Management first reported a position in PSX in Q4 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • Eagle Ridge Investment Management reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,577 Phillips 66 shares in Q3 2024, an estimated $223K.
  • Eagle Ridge Investment Management first reported a position in Phillips 66 in Q4 2023 and held it in 3 quarters.
  • Eagle Ridge Investment Management's Phillips 66 position peaked at $258K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2024, filed 23 Oct 2024.