Ameriprise’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $103M | Buy |
565,575
+44,325
| +9% | +$6.95M | 0.02% | 542 |
|
|
2025
Q4 | $67.2M | Buy |
521,250
+108,852
| +26% | +$14.7M | 0.02% | 729 |
|
|
2025
Q3 | $56.1M | Sell |
412,398
-8,011
| -2% | -$1.03M | 0.01% | 824 |
|
|
2025
Q2 | $50.2M | Sell |
420,409
-82,974
| -16% | -$9.3M | 0.01% | 859 |
|
|
2025
Q1 | $62.2M | Sell |
503,383
-10,374
| -2% | -$1.28M | 0.02% | 735 |
|
|
2024
Q4 | $58.5M | Sell |
513,757
-67,323
| -12% | -$8.56M | 0.02% | 759 |
|
|
2024
Q3 | $76.4M | Sell |
581,080
-42,194
| -7% | -$5.7M | 0.02% | 672 |
|
|
2024
Q2 | $88M | Sell |
623,274
-31,884
| -5% | -$4.72M | 0.02% | 566 |
|
|
2024
Q1 | $107M | Buy |
655,158
+35,601
| +6% | +$5.13M | 0.03% | 511 |
|
|
2023
Q4 | $82.6M | Buy |
619,557
+50,992
| +9% | +$6.09M | 0.02% | 589 |
|
|
2023
Q3 | $68.3M | Sell |
568,565
-18,262
| -3% | -$2.05M | 0.02% | 623 |
|
|
2023
Q2 | $56M | Sell |
586,827
-114,687
| -16% | -$11.1M | 0.02% | 713 |
|
|
2023
Q1 | $71.1M | Sell |
701,514
-214,385
| -23% | -$21.8M | 0.02% | 614 |
|
|
2022
Q4 | $95.3M | Sell |
915,899
-81,948
| -8% | -$8.38M | 0.03% | 493 |
|
|
2022
Q3 | $82.2M | Buy |
997,847
+30,962
| +3% | +$2.64M | 0.03% | 519 |
|
|
2022
Q2 | $77.6M | Buy |
966,885
+39,110
| +4% | +$3.62M | 0.03% | 567 |
|
|
2022
Q1 | $74.8M | Buy |
927,775
+116,120
| +14% | +$9.77M | 0.02% | 641 |
|
|
2021
Q4 | $54M | Sell |
811,655
-1,995,316
| -71% | -$151M | 0.01% | 805 |
|
|
2021
Q3 | $197M | Sell |
2,806,971
-143,033
| -5% | -$10.4M | 0.06% | 327 |
|
|
2021
Q2 | $253M | Buy |
2,950,004
+34,092
| +1% | +$2.88M | 0.08% | 270 |
|
|
2021
Q1 | $238M | Buy |
2,915,912
+25,061
| +0.9% | +$1.97M | 0.08% | 255 |
|
|
2020
Q4 | $202M | Buy |
2,890,851
+2,427,729
| +524% | +$143M | 0.07% | 286 |
|
|
2020
Q3 | $24.2M | Sell |
463,122
-1,077,363
| -70% | -$65.7M | 0.01% | 968 |
|
|
2020
Q2 | $111M | Buy |
1,540,485
+557,693
| +57% | +$39.5M | 0.05% | 364 |
|
|
2020
Q1 | $52.7M | Buy |
982,792
+110,575
| +13% | +$9M | 0.03% | 529 |
|
|
2019
Q4 | $97.2M | Sell |
872,217
-13,987
| -2% | -$1.57M | 0.04% | 428 |
|
|
2019
Q3 | $90.7M | Buy |
886,204
+162,194
| +22% | +$16.3M | 0.04% | 438 |
|
|
2019
Q2 | $67.7M | Sell |
724,010
-161,897
| -18% | -$14.5M | 0.03% | 545 |
|
|
2019
Q1 | $84.3M | Sell |
885,907
-2,861
| -0.3% | -$272K | 0.04% | 467 |
|
|
2018
Q4 | $76.6M | Sell |
888,768
-87,528
| -9% | -$8.55M | 0.04% | 462 |
|
|
2018
Q3 | $137M | Buy |
976,296
+27,418
| +3% | +$3.17M | 0.05% | 361 |
|
|
2018
Q2 | $107M | Sell |
948,878
-135,704
| -13% | -$15.3M | 0.05% | 395 |
|
|
2018
Q1 | $104M | Sell |
1,084,582
-30,587
| -3% | -$2.98M | 0.05% | 372 |
|
|
2017
Q4 | $113M | Sell |
1,115,169
-36,685
| -3% | -$3.49M | 0.05% | 346 |
|
|
2017
Q3 | $106M | Buy |
1,151,854
+258,780
| +29% | +$21.9M | 0.05% | 355 |
|
|
2017
Q2 | $73.9M | Buy |
893,074
+177,432
| +25% | +$13.9M | 0.04% | 444 |
|
|
2017
Q1 | $56.7M | Buy |
715,642
+48,265
| +7% | +$3.89M | 0.03% | 504 |
|
|
2016
Q4 | $57.7M | Sell |
667,377
-14,253
| -2% | -$1.18M | 0.03% | 486 |
|
|
2016
Q3 | $54.9M | Buy |
681,630
+147,279
| +28% | +$11.4M | 0.03% | 474 |
|
|
2016
Q2 | $42.4M | Sell |
534,351
-9,391
| -2% | -$767K | 0.02% | 550 |
|
|
2016
Q1 | $47.1M | Sell |
543,742
-38,797
| -7% | -$3.15M | 0.03% | 495 |
|
|
2015
Q4 | $47.6M | Sell |
582,539
-1,280,457
| -69% | -$110M | 0.03% | 494 |
|
|
2015
Q3 | $143M | Buy |
1,862,996
+641,581
| +53% | +$51M | 0.09% | 214 |
|
|
2015
Q2 | $98.4M | Buy |
1,221,415
+70,834
| +6% | +$5.63M | 0.06% | 321 |
|
|
2015
Q1 | $90.4M | Sell |
1,150,581
-740,027
| -39% | -$54.3M | 0.05% | 347 |
|
|
2014
Q4 | $136M | Sell |
1,890,608
-2,017,518
| -52% | -$149M | 0.08% | 258 |
|
|
2014
Q3 | $318M | Sell |
3,908,126
-217,830
| -5% | -$18.1M | 0.19% | 126 |
|
|
2014
Q2 | $332M | Sell |
4,125,956
-1,463,192
| -26% | -$121M | 0.2% | 124 |
|
|
2014
Q1 | $431M | Sell |
5,589,148
-114,800
| -2% | -$8.74M | 0.26% | 97 |
|
|
2013
Q4 | $440M | Buy |
5,703,948
+528,711
| +10% | +$35.3M | 0.27% | 90 |
|
|
2013
Q3 | $299M | Buy |
5,175,237
+870,359
| +20% | +$50.5M | 0.2% | 119 |
|
|
2013
Q2 | $254M | Buy |
+4,304,878
| New | +$270M | 0.18% | 131 |
|
Other funds holding PSX
VCM
VPM
EIM
Ameriprise's PSX Position: Q1 2026 in Review
Ameriprise increased its Phillips 66 (PSX) stake by 8.5% in Q1 2026, buying an estimated $6.95M and bringing the position to 565,575 shares worth $103M. The position accounts for 0.02% of the portfolio, ranked #542.
Ameriprise first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $440M in Q4 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Ameriprise held 565,575 shares of Phillips 66 worth $103M as of Q1 2026.
- Ameriprise bought 44,325 Phillips 66 shares in Q1 2026, an estimated $6.95M.
- Phillips 66 made up 0.02% of Ameriprise's portfolio in Q1 2026, its #542 holding.
- Ameriprise first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Ameriprise's Phillips 66 position peaked at $440M in Q4 2013.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.