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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
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 $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

Aljian Capital Management's PSX Position: Q1 2026 in Review

Aljian Capital Management increased its Phillips 66 (PSX) stake by 0.18% in Q1 2026, buying an estimated $627 and bringing the position to 2,246 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #98.

Aljian Capital Management first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Aljian Capital Management held 2,246 shares of Phillips 66 worth $409K as of Q1 2026.
  • Aljian Capital Management bought 4 Phillips 66 shares in Q1 2026, an estimated $627.
  • Phillips 66 made up 0.08% of Aljian Capital Management's portfolio in Q1 2026, its #98 holding.
  • Aljian Capital Management first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.