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Greylin Investment Management’s Phillips 66 PSX Stock Holding History

Greylin 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
Q2 		$946K Sell
6,704
-217
-3% -$32.1K 0.16% 47
2024
Q1 		$1.13M Sell
6,921
-1,500
-18% -$216K 0.18% 46
2023
Q4 		$1.12M Sell
8,421
-650
-7% -$77.7K 0.19% 44
2023
Q3 		$1.09M Sell
9,071
-1,881
-17% -$211K 0.2% 41
2023
Q2 		$1.04M Sell
10,952
-450
-4% -$43.7K 0.19% 42
2023
Q1 		$1.16M Sell
11,402
-1,050
-8% -$107K 0.21% 40
2022
Q4 		$1.3M Sell
12,452
-4,150
-25% -$424K 0.24% 38
2022
Q3 		$1.34M Sell
16,602
-1,750
-10% -$149K 0.28% 36
2022
Q2 		$1.5M Sell
18,352
-1,000
-5% -$92.5K 0.29% 37
2022
Q1 		$1.67M Sell
19,352
-706
-4% -$59.4K 0.29% 38
2021
Q4 		$1.45M Sell
20,058
-357
-2% -$27K 0.27% 42
2021
Q3 		$1.43M Buy
20,415
+3,750
+23% +$271K 0.29% 43
2021
Q2 		$1.43M Sell
16,665
-320
-2% -$27K 0.28% 43
2021
Q1 		$1.39M Sell
16,985
-210
-1% -$16.5K 0.29% 43
2020
Q4 		$1.2M Buy
17,195
+7,870
+84% +$462K 0.28% 39
2020
Q3 		$483K Buy
+9,325
New +$569K 0.13% 56
2020
Q1 		– Sell
-3,690
Closed -$411K – 70
2019
Q4 		$411K Sell
3,690
-1,325
-26% -$149K 0.09% 58
2019
Q3 		$514K Sell
5,015
-2,430
-33% -$244K 0.12% 53
2019
Q2 		$696K Sell
7,445
-13,225
-64% -$1.19M 0.16% 48
2019
Q1 		$1.97M Sell
20,670
-4,550
-18% -$433K 0.44% 35
2018
Q4 		$2.17M Buy
+25,220
New +$2.46M 0.52% 30
2018
Q3 		– Sell
-59,480
Closed -$6.68M – 81
2018
Q2 		$6.68M Sell
59,480
-5,075
-8% -$571K 1.45% 17
2018
Q1 		$6.19M Sell
64,555
-340
-0.5% -$33.1K 1.34% 14
2017
Q4 		$6.56M Sell
64,895
-1,625
-2% -$154K 1.42% 13
2017
Q3 		$6.09M Sell
66,520
-5,265
-7% -$446K 1.4% 14
2017
Q2 		$5.94M Buy
71,785
+4,035
+6% +$317K 1.37% 14
2017
Q1 		$5.37M Buy
+67,750
New +$5.46M 1.24% 14
2016
Q4 		– Sell
-23,611
Closed -$1.9M – 70
2016
Q3 		$1.9M Buy
+23,611
New +$1.84M 0.47% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Greylin Investment Management's PSX Position: Q2 2024 in Review

Greylin Investment Management reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2024, selling an estimated $32.1K and leaving 6,704 shares worth $946K. The position accounts for 0.16% of the portfolio, ranked #47.

Greylin Investment Management first reported a position in PSX in Q3 2016 and has held it in 28 quarters since. The position peaked at $6.68M in Q2 2018. 1,782 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Greylin Investment Management held 6,704 shares of Phillips 66 worth $946K as of Q2 2024.
  • Greylin Investment Management sold 217 Phillips 66 shares in Q2 2024, an estimated $32.1K.
  • Phillips 66 made up 0.16% of Greylin Investment Management's portfolio in Q2 2024, its #47 holding.
  • Greylin Investment Management first reported a position in Phillips 66 in Q3 2016 and has held it in 28 quarters since.
  • Greylin Investment Management's Phillips 66 position peaked at $6.68M in Q2 2018.
  • 1,782 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.