Alpine Woods Capital Investors’s Phillips 66 PSX Stock Holding History

Alpine Woods Capital Investors’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	$1.68M	Sell	9,242 -1,489	-14%	-$233K	0.4%	70
2025 Q4	$1.38M	Buy	10,731 +231	+2%	+$31.1K	0.33%	80
2025 Q3	$1.43M	Buy	10,500 +1,592	+18%	+$204K	0.33%	79
2025 Q2	$1.06M	Buy	8,908 +6,411	+257%	+$718K	0.25%	89
2025 Q1	$308K	Buy	+2,497	New	+$308K	0.08%	138
2024 Q1	–	Sell	-2,038	Closed	-$271K	–	182
2023 Q4	$271K	Buy	+2,038	New	+$244K	0.04%	156
2021 Q4	–	Sell	-9,500	Closed	-$665K	–	224
2021 Q3	$665K	Buy	+9,500	New	+$688K	0.07%	167
2020 Q2	–	Sell	-14,775	Closed	-$793K	–	268
2020 Q1	$793K	Buy	14,775 +10,460	+242%	+$851K	0.18%	125
2019 Q4	$481K	Buy	+4,315	New	+$485K	0.09%	184
2018 Q2	–	Sell	-6,000	Closed	-$576K	–	344
2018 Q1	$576K	Sell	6,000 -4,500	-43%	-$438K	0.03%	293
2017 Q4	$1.06M	Sell	10,500 -1,000	-9%	-$95.1K	0.05%	244
2017 Q3	$1.05M	Sell	11,500 -1,000	-8%	-$84.7K	0.05%	252
2017 Q2	$1.03M	Buy	12,500 +500	+4%	+$39.3K	0.06%	243
2017 Q1	$951K	Buy	+12,000	New	+$967K	0.05%	254
2016 Q1	–	Sell	-111,500	Closed	-$9.12M	–	452
2015 Q4	$9.12M	Sell	111,500 -88,500	-44%	-$7.64M	0.49%	67
2015 Q3	$15.4M	Buy	200,000 +109,500	+121%	+$8.7M	0.84%	35
2015 Q2	$7.29M	Sell	90,500 -49,000	-35%	-$3.89M	0.37%	95
2015 Q1	$11M	Sell	139,500 -14,000	-9%	-$1.03M	0.56%	61
2014 Q4	$11M	Buy	+153,500	New	+$11.3M	0.56%	61

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpine Woods Capital Investors's PSX Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $233K and leaving 9,242 shares worth $1.68M. The position accounts for 0.4% of the portfolio, ranked #70.

Alpine Woods Capital Investors first reported a position in PSX in Q4 2014 and has held it in 19 quarters since. The position peaked at $15.4M in Q3 2015. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Alpine Woods Capital Investors held 9,242 shares of Phillips 66 worth $1.68M as of Q1 2026.
Alpine Woods Capital Investors sold 1,489 Phillips 66 shares in Q1 2026, an estimated $233K.
Phillips 66 made up 0.4% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #70 holding.
Alpine Woods Capital Investors first reported a position in Phillips 66 in Q4 2014 and has held it in 19 quarters since.
Alpine Woods Capital Investors's Phillips 66 position peaked at $15.4M in Q3 2015.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.