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Epoch Investment Partners’s Phillips 66 PSX Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-5,902
Closed -$776K – 362
2024
Q3 		$776K Sell
5,902
-295
-5% -$39.8K ﹤0.01% 315
2024
Q2 		$875K Buy
6,197
+95
+2% +$14.1K ﹤0.01% 318
2024
Q1 		$997K Sell
6,102
-87
-1% -$12.5K ﹤0.01% 332
2023
Q4 		$824K Sell
6,189
-20
-0.3% -$2.39K ﹤0.01% 353
2023
Q3 		$746K Sell
6,209
-13
-0.2% -$1.46K ﹤0.01% 365
2023
Q2 		$593K Sell
6,222
-2,354
-27% -$229K ﹤0.01% 392
2023
Q1 		$869K Sell
8,576
-55
-0.6% -$5.59K 0.01% 365
2022
Q4 		$898K Sell
8,631
-248
-3% -$25.4K 0.01% 352
2022
Q3 		$717K Sell
8,879
-2,325
-21% -$198K ﹤0.01% 367
2022
Q2 		$919K Buy
11,204
+1,942
+21% +$180K 0.01% 360
2022
Q1 		$800K Buy
9,262
+3,962
+75% +$333K ﹤0.01% 378
2021
Q4 		$384K Sell
5,300
-924,918
-99% -$69.9M ﹤0.01% 330
2021
Q3 		$65.1M Sell
930,218
-205,530
-18% -$14.9M 0.36% 93
2021
Q2 		$97.5M Sell
1,135,748
-183,155
-14% -$15.5M 0.52% 64
2021
Q1 		$108M Sell
1,318,903
-165,784
-11% -$13M 0.5% 66
2020
Q4 		$104M Buy
1,484,687
+262,563
+21% +$15.4M 0.48% 71
2020
Q3 		$63.4M Sell
1,222,124
-51,120
-4% -$3.12M 0.32% 110
2020
Q2 		$91.5M Sell
1,273,244
-35,486
-3% -$2.51M 0.47% 75
2020
Q1 		$70.2M Sell
1,308,730
-1,133,643
-46% -$92.3M 0.43% 83
2019
Q4 		$272M Sell
2,442,373
-233,622
-9% -$26.2M 1.18% 16
2019
Q3 		$274M Sell
2,675,995
-179,173
-6% -$18M 1.25% 14
2019
Q2 		$267M Buy
2,855,168
+1,270,120
+80% +$114M 1.21% 18
2019
Q1 		$151M Sell
1,585,048
-74,777
-5% -$7.11M 0.66% 54
2018
Q4 		$143M Sell
1,659,825
-13,359
-0.8% -$1.31M 0.66% 52
2018
Q3 		$189M Sell
1,673,184
-6,273
-0.4% -$725K 0.72% 44
2018
Q2 		$189K Sell
1,679,457
-238,010
-12% -$26.8M 0.58% 49
2018
Q1 		$184M Buy
1,917,467
+62,943
+3% +$6.13M 0.65% 54
2017
Q4 		$188M Buy
+1,854,524
New +$176M 0.62% 50

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Epoch Investment Partners's PSX Position: Q4 2024 in Review

Epoch Investment Partners sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 5,902 shares — an estimated $776K sold.

Epoch Investment Partners first reported a position in PSX in Q4 2017 and held it in 28 quarters. The position peaked at $274M in Q3 2019. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Epoch Investment Partners reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 5,902 Phillips 66 shares in Q4 2024, an estimated $776K.
  • Epoch Investment Partners first reported a position in Phillips 66 in Q4 2017 and held it in 28 quarters.
  • Epoch Investment Partners's Phillips 66 position peaked at $274M in Q3 2019.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.