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Alta Capital Management’s Phillips 66 PSX Stock Holding History

Alta 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 		$1.19M Sell
6,504
-727
-10% -$114K 0.09% 68
2025
Q4 		$933K Sell
7,231
-3,170
-30% -$427K 0.06% 70
2025
Q3 		$1.41M Sell
10,401
-163
-2% -$20.9K 0.08% 64
2025
Q2 		$1.26M Buy
10,564
+852
+9% +$95.4K 0.07% 64
2025
Q1 		$1.2M Buy
9,712
+30
+0.3% +$3.7K 0.08% 63
2024
Q4 		$1.1M Buy
9,682
+26
+0.3% +$3.31K 0.07% 65
2024
Q3 		$1.27M Buy
9,656
+25
+0.3% +$3.38K 0.08% 62
2024
Q2 		$1.36M Buy
9,631
+24
+0.2% +$3.55K 0.09% 61
2024
Q1 		$1.57M Sell
9,607
-28,829
-75% -$4.15M 0.1% 59
2023
Q4 		$5.12M Buy
38,436
+803
+2% +$96K 0.33% 42
2023
Q3 		$4.52M Sell
37,633
-419
-1% -$47K 0.33% 41
2023
Q2 		$3.63M Buy
38,052
+761
+2% +$74K 0.25% 43
2023
Q1 		$3.78M Buy
37,291
+1,411
+4% +$143K 0.28% 43
2022
Q4 		$3.73M Sell
35,880
-5,210
-13% -$533K 0.29% 43
2022
Q3 		$3.32M Buy
41,090
+2,444
+6% +$208K 0.26% 41
2022
Q2 		$3.17M Sell
38,646
-1,944
-5% -$180K 0.23% 43
2022
Q1 		$3.51M Buy
40,590
+2,728
+7% +$230K 0.21% 44
2021
Q4 		$2.74M Buy
37,862
+355
+0.9% +$26.8K 0.14% 52
2021
Q3 		$2.63M Sell
37,507
-33,676
-47% -$2.44M 0.15% 48
2021
Q2 		$6.11M Buy
71,183
+321
+0.5% +$27.1K 0.18% 42
2021
Q1 		$5.78M Buy
70,862
+35,853
+102% +$2.81M 0.18% 43
2020
Q4 		$2.45M Sell
35,009
-279,524
-89% -$16.4M 0.14% 47
2020
Q3 		$16.3M Sell
314,533
-445,898
-59% -$27.2M 0.52% 40
2020
Q2 		$54.7M Buy
760,431
+8,782
+1% +$622K 1.91% 22
2020
Q1 		$40.3M Buy
751,649
+384,586
+105% +$31.3M 1.74% 22
2019
Q4 		$40.9M Sell
367,063
-9,981
-3% -$1.12M 2.67% 15
2019
Q3 		$38.6M Sell
377,044
-122,126
-24% -$12.2M 2.67% 16
2019
Q2 		$46.7M Buy
499,170
+6,689
+1% +$600K 2.61% 16
2019
Q1 		$46.9M Buy
492,481
+1,940
+0.4% +$184K 2.76% 14
2018
Q4 		$42.3M Buy
490,541
+6,653
+1% +$650K 2.74% 11
2018
Q3 		$54.5M Buy
483,888
+5,251
+1% +$607K 3.03% 8
2018
Q2 		$53.8M Sell
478,637
-18,613
-4% -$2.09M 3.31% 9
2018
Q1 		$47.7M Buy
497,250
+9,087
+2% +$885K 2.96% 13
2017
Q4 		$49.4M Sell
488,163
-145,388
-23% -$13.8M 3.11% 10
2017
Q3 		$58M Sell
633,551
-14,760
-2% -$1.25M 3.75% 5
2017
Q2 		$53.6M Buy
648,311
+123,548
+24% +$9.7M 3.62% 5
2017
Q1 		$41.6M Buy
524,763
+9,946
+2% +$801K 2.78% 15
2016
Q4 		$44.5M Sell
514,817
-98,235
-16% -$8.17M 3.19% 11
2016
Q3 		$49.4M Buy
613,052
+8,323
+1% +$647K 3.07% 11
2016
Q2 		$48M Buy
604,729
+21,093
+4% +$1.72M 2.96% 12
2016
Q1 		$50.5M Buy
583,636
+128,895
+28% +$10.5M 3.12% 10
2015
Q4 		$37.2M Buy
454,741
+73,737
+19% +$6.36M 3% 13
2015
Q3 		$29.3M Buy
381,004
+9,089
+2% +$722K 2.49% 19
2015
Q2 		$30M Buy
371,915
+7,012
+2% +$557K 2.46% 21
2015
Q1 		$28.7M Sell
364,903
-14,009
-4% -$1.03M 2.44% 21
2014
Q4 		$27.2M Buy
378,912
+43,832
+13% +$3.23M 2.27% 24
2014
Q3 		$27.2M Sell
335,080
-991
-0.3% -$82.5K 2.53% 20
2014
Q2 		$27M Buy
336,071
+4,914
+1% +$405K 2.49% 16
2014
Q1 		$25.5M Buy
331,157
+13,235
+4% +$1.01M 2.47% 21
2013
Q4 		$24.5M Buy
317,922
+14,492
+5% +$967K 2.52% 21
2013
Q3 		$17.5M Buy
303,430
+15,596
+5% +$904K 2.11% 27
2013
Q2 		$17M Buy
+287,834
New +$18.1M 2.29% 27

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

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

Alta Capital Management reduced its Phillips 66 (PSX) stake by 10% in Q1 2026, selling an estimated $114K and leaving 6,504 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #68.

Alta Capital Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $58M in Q3 2017. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Alta Capital Management held 6,504 shares of Phillips 66 worth $1.19M as of Q1 2026.
  • Alta Capital Management sold 727 Phillips 66 shares in Q1 2026, an estimated $114K.
  • Phillips 66 made up 0.09% of Alta Capital Management's portfolio in Q1 2026, its #68 holding.
  • Alta Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Alta Capital Management's Phillips 66 position peaked at $58M in Q3 2017.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.