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Alerus Financial’s Phillips 66 PSX Stock Holding History

Alerus Financial’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 		$911 Hold
5
– – ﹤0.01% 473
2025
Q4 		$645 Hold
5
– – ﹤0.01% 485
2025
Q3 		$680 Sell
5
-207
-98% -$26.5K ﹤0.01% 509
2025
Q2 		$25.3K Buy
+212
New +$23.8K ﹤0.01% 288

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

Alerus Financial's PSX Position: Q1 2026 in Review

Alerus Financial held its Phillips 66 (PSX) position steady in Q1 2026 at 5 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Alerus Financial first reported a position in PSX in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.3K in Q2 2025. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Alerus Financial held 5 shares of Phillips 66 worth $911 as of Q1 2026.
  • Alerus Financial left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #473 holding.
  • Alerus Financial first reported a position in Phillips 66 in Q2 2025 and has held it in 4 quarters since.
  • Alerus Financial's Phillips 66 position peaked at $25.3K in Q2 2025.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.