Jackson Square Capital’s Phillips 66 PSX Stock Holding History

Jackson Square Capital’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	-4,269	Closed	-$603K	–	148
2024 Q2	$603K	Sell	4,269 -933	-18%	-$138K	0.15%	89
2024 Q1	$850K	Sell	5,202 -1,061	-17%	-$153K	0.22%	78
2023 Q4	$834K	Buy	+6,263	New	+$749K	0.27%	71
2022 Q3	–	Sell	-26,682	Closed	-$2.19M	–	142
2022 Q2	$2.19M	Buy	+26,682	New	+$2.47M	0.92%	35
2020 Q3	–	Sell	-1,548	Closed	-$111K	–	366
2020 Q2	$111K	Buy	+1,548	New	+$110K	0.06%	127
2020 Q1	–	Sell	-12,301	Closed	-$1.37M	–	394
2019 Q4	$1.37M	Buy	+12,301	New	+$1.38M	0.79%	44

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Square Capital's PSX Position: Q3 2024 in Review

Jackson Square Capital sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 4,269 shares — an estimated $603K sold.

Jackson Square Capital first reported a position in PSX in Q4 2019 and held it in 6 quarters. The position peaked at $2.19M in Q2 2022. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

Jackson Square Capital reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
Jackson Square Capital sold 4,269 Phillips 66 shares in Q3 2024, an estimated $603K.
Jackson Square Capital first reported a position in Phillips 66 in Q4 2019 and held it in 6 quarters.
Jackson Square Capital's Phillips 66 position peaked at $2.19M in Q2 2022.
1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on Jackson Square Capital's 13F filing for Q3 2024, filed 31 Oct 2024.