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Payden & Rygel Investment Group’s Phillips 66 PSX Stock Holding History

Payden & Rygel Investment Group’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 		$16M Buy
113,100
+38,600
+52% +$5.71M 1.29% 34
2024
Q1 		$12.2M Buy
+74,500
New +$10.7M 0.57% 67
2023
Q3 		$8.9M Buy
+74,100
New +$8.32M 0.61% 72

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

Payden & Rygel Investment Group's PSX Position: Q2 2024 in Review

Payden & Rygel Investment Group increased its Phillips 66 (PSX) stake by 52% in Q2 2024, buying an estimated $5.71M and bringing the position to 113,100 shares worth $16M. The position accounts for 1.29% of the portfolio, ranked #34.

Payden & Rygel Investment Group first reported a position in PSX in Q3 2023 and has held it in 3 quarters since. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Payden & Rygel Investment Group held 113,100 shares of Phillips 66 worth $16M as of Q2 2024.
  • Payden & Rygel Investment Group bought 38,600 Phillips 66 shares in Q2 2024, an estimated $5.71M.
  • Phillips 66 made up 1.29% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #34 holding.
  • Payden & Rygel Investment Group first reported a position in Phillips 66 in Q3 2023 and has held it in 3 quarters since.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Payden & Rygel Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.