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Affinity Investment Advisors’s Phillips 66 PSX Stock Holding History

Affinity Investment Advisors’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
2026
Q1 		$1.15M Buy
6,328
+3,745
+145% +$587K 0.72% 49
2025
Q4 		$333K Buy
+2,583
New +$348K 0.22% 106
2024
Q3 		– Sell
-4,798
Closed -$677K – 138
2024
Q2 		$677K Sell
4,798
-1,090
-19% -$161K 0.51% 70
2024
Q1 		$962K Buy
5,888
+3,160
+116% +$455K 0.7% 53
2023
Q4 		$363K Sell
2,728
-386
-12% -$46.1K 0.25% 131
2023
Q3 		$374K Sell
3,114
-896
-22% -$101K 0.24% 142
2023
Q2 		$382K Buy
+4,010
New +$390K 0.22% 152
2017
Q2 		– Sell
-12,775
Closed -$1.01M – 187
2017
Q1 		$1.01M Sell
12,775
-147,302
-92% -$11.9M 0.09% 116
2016
Q4 		$13.8M Sell
160,077
-20,359
-11% -$1.69M 1.3% 30
2016
Q3 		$14.5M Sell
180,436
-23,338
-11% -$1.81M 1.24% 31
2016
Q2 		$16.2M Buy
203,774
+18,453
+10% +$1.51M 1.19% 32
2016
Q1 		$16M Sell
185,321
-24,732
-12% -$2.01M 1.41% 29
2015
Q4 		$17.2M Buy
210,053
+7,255
+4% +$626K 1.48% 25
2015
Q3 		$15.6M Buy
202,798
+13,683
+7% +$1.09M 1.42% 27
2015
Q2 		$15.2M Sell
189,115
-24,729
-12% -$1.97M 1.22% 35
2015
Q1 		$16.8M Buy
+213,844
New +$15.7M 1.21% 38

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Affinity Investment Advisors's PSX Position: Q1 2026 in Review

Affinity Investment Advisors increased its Phillips 66 (PSX) stake by 145% in Q1 2026, buying an estimated $587K and bringing the position to 6,328 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #49.

Affinity Investment Advisors first reported a position in PSX in Q1 2015 and has held it in 16 quarters since. The position peaked at $17.2M in Q4 2015. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Affinity Investment Advisors held 6,328 shares of Phillips 66 worth $1.15M as of Q1 2026.
  • Affinity Investment Advisors bought 3,745 Phillips 66 shares in Q1 2026, an estimated $587K.
  • Phillips 66 made up 0.72% of Affinity Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Affinity Investment Advisors first reported a position in Phillips 66 in Q1 2015 and has held it in 16 quarters since.
  • Affinity Investment Advisors's Phillips 66 position peaked at $17.2M in Q4 2015.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.