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Aljian Capital Management’s Phillips 66 PSX Stock Holding History

Aljian Capital Management’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
Q2 		$380K Buy
2,250
+4
+0.2% +$689 0.07% 99
2026
Q1 		$409K Buy
2,246
+4
+0.2% +$627 0.08% 98
2025
Q4 		$289K Buy
2,242
+5
+0.2% +$673 0.06% 104
2025
Q3 		$304K Sell
2,237
-28
-1% -$3.59K 0.06% 106
2025
Q2 		$270K Sell
2,265
-46
-2% -$5.15K 0.06% 109
2025
Q1 		$285K Sell
2,311
-214
-8% -$26.4K 0.07% 107
2024
Q4 		$288K Buy
2,525
+7
+0.3% +$890 0.06% 102
2024
Q3 		$331K Buy
+2,518
New +$340K 0.08% 97

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aljian Capital Management's PSX Position: Q2 2026 in Review

Aljian Capital Management increased its Phillips 66 (PSX) stake by 0.18% in Q2 2026, buying an estimated $689 and bringing the position to 2,250 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #99.

Aljian Capital Management first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $409K in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aljian Capital Management held 2,250 shares of Phillips 66 worth $380K as of Q2 2026.
  • Aljian Capital Management bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
  • Phillips 66 made up 0.07% of Aljian Capital Management's portfolio in Q2 2026, its #99 holding.
  • Aljian Capital Management first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • Aljian Capital Management's Phillips 66 position peaked at $409K in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.