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Renasant Bank’s Phillips 66 PSX Stock Holding History

Renasant Bank’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 		– Sell
-2,504
Closed -$409K – 194
2024
Q1 		$409K Sell
2,504
-12
-0.5% -$1.73K 0.29% 108
2023
Q4 		$335K Buy
2,516
+118
+5% +$14.1K 0.27% 118
2023
Q3 		$288K Buy
+2,398
New +$269K 0.24% 129
2023
Q2 		– Sell
-2,443
Closed -$248K – 192
2023
Q1 		$248K Sell
2,443
-281
-10% -$28.6K 0.19% 159
2022
Q4 		$284K Buy
+2,724
New +$279K 0.21% 146

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

Renasant Bank's PSX Position: Q2 2024 in Review

Renasant Bank sold out of Phillips 66 (PSX) in Q2 2024, closing a stake of 2,504 shares — an estimated $409K sold.

Renasant Bank first reported a position in PSX in Q4 2022 and held it in 5 quarters. The position peaked at $409K in Q1 2024. 1,781 funds tracked by Wall St. Rank hold PSX as of Q2 2024.

  • Renasant Bank reported no remaining Phillips 66 position as of Q2 2024 after selling out during the quarter.
  • Renasant Bank sold 2,504 Phillips 66 shares in Q2 2024, an estimated $409K.
  • Renasant Bank first reported a position in Phillips 66 in Q4 2022 and held it in 5 quarters.
  • Renasant Bank's Phillips 66 position peaked at $409K in Q1 2024.
  • 1,781 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2024.

Based on Renasant Bank's 13F filing for Q2 2024, filed 9 Aug 2024.