Anchor Investment Management’s Phillips 66 PSX Stock Holding History

Anchor Investment 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	$381K	Hold	2,094	–	–	0.03%	297
2025 Q4	$270K	Hold	2,094	–	–	0.02%	334
2025 Q3	$285K	Hold	2,094	–	–	0.02%	325
2025 Q2	$250K	Hold	2,094	–	–	0.02%	333
2025 Q1	$259K	Hold	2,094	–	–	0.02%	328
2024 Q4	$239K	Sell	2,094 -8	-0.4%	-$1.02K	0.02%	340
2024 Q3	$276K	Sell	2,102 -212	-9%	-$28.6K	0.03%	322
2024 Q2	$327K	Buy	2,314 +60	+3%	+$8.88K	0.03%	282
2024 Q1	$368K	Buy	2,254 +76	+3%	+$11K	0.04%	280
2023 Q4	$290K	Buy	2,178 +200	+10%	+$23.9K	0.03%	292
2023 Q3	$238K	Sell	1,978 -200	-9%	-$22.4K	0.03%	310
2023 Q2	$208K	Hold	2,178	–	–	0.03%	335
2023 Q1	$221K	Hold	2,178	–	–	0.03%	327
2022 Q4	$227K	Hold	2,178	–	–	0.03%	319
2022 Q3	$176K	Hold	2,178	–	–	0.03%	357
2022 Q2	$179K	Sell	2,178 -100	-4%	-$9.25K	0.03%	369
2022 Q1	$197K	Sell	2,278 -50	-2%	-$4.21K	0.02%	372
2021 Q4	$169K	Hold	2,328	–	–	0.02%	406
2021 Q3	$163K	Sell	2,328 -19	-0.8%	-$1.38K	0.02%	384
2021 Q2	$201K	Sell	2,347 -125	-5%	-$10.6K	0.03%	365
2021 Q1	$202K	Sell	2,472 -547	-18%	-$42.9K	0.03%	343
2020 Q4	$211K	Sell	3,019 -153	-5%	-$8.98K	0.04%	290
2020 Q3	$164K	Sell	3,172 -1,342	-30%	-$81.9K	0.03%	306
2020 Q2	$325K	Sell	4,514 -360	-7%	-$25.5K	0.07%	197
2020 Q1	$261K	Hold	4,874	–	–	0.07%	208
2019 Q4	$543K	Sell	4,874 -25	-0.5%	-$2.81K	0.12%	169
2019 Q3	$502K	Buy	4,899 +25	+0.5%	+$2.51K	0.12%	173
2019 Q2	$456K	Sell	4,874 -10	-0.2%	-$897	0.11%	179
2019 Q1	$465K	Hold	4,884	–	–	0.12%	176
2018 Q4	$421K	Sell	4,884 -50	-1%	-$4.88K	0.12%	176
2018 Q3	$556K	Hold	4,934	–	–	0.13%	167
2018 Q2	$554K	Sell	4,934 -48	-1%	-$5.4K	0.14%	165
2018 Q1	$478K	Sell	4,982 -65	-1%	-$6.33K	0.13%	178
2017 Q4	$511K	Sell	5,047 -100	-2%	-$9.51K	0.14%	166
2017 Q3	$472K	Sell	5,147 -285	-5%	-$24.1K	0.14%	160
2017 Q2	$449K	Sell	5,432 -216	-4%	-$17K	0.15%	149
2017 Q1	$447K	Sell	5,648 -126	-2%	-$10.2K	0.15%	142
2016 Q4	$499K	Sell	5,774 -444	-7%	-$36.9K	0.19%	122
2016 Q3	$501K	Sell	6,218 -106	-2%	-$8.24K	0.19%	122
2016 Q2	$502K	Buy	6,324 +1,142	+22%	+$93.3K	0.2%	117
2016 Q1	$449K	Buy	+5,182	New	+$421K	0.18%	127

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

Anchor Investment Management's PSX Position: Q1 2026 in Review

Anchor Investment Management held its Phillips 66 (PSX) position steady in Q1 2026 at 2,094 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #297.

Anchor Investment Management first reported a position in PSX in Q1 2016 and has held it in 41 quarters since. The position peaked at $556K in Q3 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Anchor Investment Management held 2,094 shares of Phillips 66 worth $381K as of Q1 2026.
Anchor Investment Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #297 holding.
Anchor Investment Management first reported a position in Phillips 66 in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Phillips 66 position peaked at $556K in Q3 2018.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.