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Payden & Rygel’s Phillips 66 PSX Stock Holding History

Payden & Rygel’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
2025
Q2 		– Sell
-4,000
Closed -$494K – 131
2025
Q1 		$494K Hold
4,000
– – 0.04% 92
2024
Q4 		$456K Hold
4,000
– – 0.04% 91
2024
Q3 		$526K Sell
4,000
-109,100
-96% -$14.7M 0.04% 95
2024
Q2 		$16M Buy
113,100
+38,600
+52% +$5.71M 1.29% 34
2024
Q1 		$12.2M Buy
74,500
+400
+0.5% +$57.6K 0.57% 67
2023
Q4 		$9.87M Hold
74,100
– – 0.69% 68
2023
Q3 		$8.9M Sell
74,100
-2,000
-3% -$224K 0.61% 72
2023
Q2 		$7.26M Sell
76,100
-13,900
-15% -$1.35M 0.51% 76
2023
Q1 		$9.12M Sell
90,000
-89,900
-50% -$9.14M 0.54% 73
2022
Q4 		$18.7M Sell
179,900
-232,000
-56% -$23.7M 1% 52
2022
Q3 		$33.2M Buy
411,900
+3,300
+0.8% +$281K 1.94% 10
2022
Q2 		$33.5M Buy
408,600
+8,600
+2% +$796K 2.01% 14
2022
Q1 		$34.6M Buy
+400,000
New +$33.7M 1.74% 17
2020
Q4 		– Sell
-13,100
Closed -$679K – 147
2020
Q3 		$679K Hold
13,100
– – 0.04% 83
2020
Q2 		$942K Hold
13,100
– – 0.06% 73
2020
Q1 		$703K Sell
13,100
-274,459
-95% -$22.3M 0.05% 71
2019
Q4 		$32M Sell
287,559
-900
-0.3% -$101K 2% 23
2019
Q3 		$29.5M Buy
288,459
+5,699
+2% +$571K 2.01% 21
2019
Q2 		$26.4M Buy
282,760
+68,500
+32% +$6.15M 1.81% 21
2019
Q1 		$20.4M Buy
214,260
+700
+0.3% +$66.5K 1.49% 30
2018
Q4 		$18.4M Sell
213,560
-10,600
-5% -$1.04M 1.48% 28
2018
Q3 		$25.3M Sell
224,160
-3,240
-1% -$375K 1.93% 15
2018
Q2 		$25.5M Buy
227,400
+27,700
+14% +$3.11M 2.01% 14
2018
Q1 		$19.2M Buy
199,700
+63,100
+46% +$6.14M 1.56% 25
2017
Q4 		$13.8M Hold
136,600
– – 1.2% 40
2017
Q3 		$12.5M Hold
136,600
– – 1.24% 37
2017
Q2 		$11.3M Hold
136,600
– – 0.99% 44
2017
Q1 		$10.8M Buy
+136,600
New +$11M 0.99% 46

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Payden & Rygel's PSX Position: Q2 2025 in Review

Payden & Rygel sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 4,000 shares — an estimated $494K sold.

Payden & Rygel first reported a position in PSX in Q1 2017 and held it in 28 quarters. The position peaked at $34.6M in Q1 2022. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Payden & Rygel reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Payden & Rygel sold 4,000 Phillips 66 shares in Q2 2025, an estimated $494K.
  • Payden & Rygel first reported a position in Phillips 66 in Q1 2017 and held it in 28 quarters.
  • Payden & Rygel's Phillips 66 position peaked at $34.6M in Q1 2022.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Payden & Rygel's 13F filing for Q2 2025, filed 7 Aug 2025.