AA
PSX icon

Ancora Advisors’s Phillips 66 PSX Stock Holding History

Ancora Advisors’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 		$6.62M Sell
36,331
-341
-0.9% -$53.4K 0.14% 158
2025
Q4 		$4.73M Sell
36,672
-134
-0.4% -$18K 0.1% 189
2025
Q3 		$5.01M Sell
36,806
-81
-0.2% -$10.4K 0.1% 181
2025
Q2 		$4.4M Buy
36,887
+378
+1% +$42.3K 0.09% 188
2025
Q1 		$4.51M Buy
36,509
+121
+0.3% +$14.9K 0.1% 178
2024
Q4 		$4.15M Sell
36,388
-1,137
-3% -$145K 0.09% 190
2024
Q3 		$4.93M Sell
37,525
-3,318
-8% -$448K 0.11% 172
2024
Q2 		$5.77M Sell
40,843
-740
-2% -$110K 0.14% 140
2024
Q1 		$6.79M Sell
41,583
-1,529
-4% -$220K 0.15% 125
2023
Q4 		$5.74M Buy
43,112
+611
+1% +$73K 0.13% 145
2023
Q3 		$5.11M Sell
42,501
-656
-2% -$73.6K 0.14% 149
2023
Q2 		$4.12M Sell
43,157
-926
-2% -$90K 0.11% 163
2023
Q1 		$4.47M Sell
44,083
-513
-1% -$52.2K 0.13% 149
2022
Q4 		$4.64M Buy
44,596
+323
+0.7% +$33K 0.13% 149
2022
Q3 		$3.57M Buy
44,273
+426
+1% +$36.3K 0.11% 169
2022
Q2 		$3.6M Sell
43,847
-4,504
-9% -$417K 0.1% 179
2022
Q1 		$4.18M Sell
48,351
-2,168
-4% -$182K 0.1% 186
2021
Q4 		$3.66M Buy
50,519
+1,141
+2% +$86.2K 0.09% 201
2021
Q3 		$3.46M Buy
49,378
+7,245
+17% +$524K 0.09% 205
2021
Q2 		$3.62M Sell
42,133
-2,281
-5% -$193K 0.09% 197
2021
Q1 		$3.62M Buy
44,414
+45
+0.1% +$3.53K 0.1% 191
2020
Q4 		$3.1M Buy
44,369
+2,633
+6% +$155K 0.1% 195
2020
Q3 		$2.16M Buy
41,736
+1,489
+4% +$90.9K 0.09% 211
2020
Q2 		$2.89M Buy
40,247
+7,941
+25% +$562K 0.12% 178
2020
Q1 		$1.73M Buy
32,306
+10,389
+47% +$845K 0.08% 239
2019
Q4 		$2.44M Buy
21,917
+9
+0% +$1.01K 0.09% 218
2019
Q3 		$2.24M Sell
21,908
-214
-1% -$21.4K 0.1% 208
2019
Q2 		$2.07M Sell
22,122
-554
-2% -$49.7K 0.09% 214
2019
Q1 		$2.16M Sell
22,676
-130
-0.6% -$12.4K 0.1% 212
2018
Q4 		$1.97M Sell
22,806
-890
-4% -$87K 0.09% 215
2018
Q3 		$2.67M Buy
23,696
+699
+3% +$80.8K 0.1% 210
2018
Q2 		$2.58M Sell
22,997
-3,533
-13% -$397K 0.11% 211
2018
Q1 		$2.54M Buy
26,530
+524
+2% +$51K 0.11% 215
2017
Q4 		$2.63M Buy
26,006
+614
+2% +$58.4K 0.14% 186
2017
Q3 		$2.33M Sell
25,392
-3,657
-13% -$310K 0.13% 193
2017
Q2 		$2.4M Sell
29,049
-1,087
-4% -$85.3K 0.16% 177
2017
Q1 		$2.39M Sell
30,136
-111
-0.4% -$8.94K 0.16% 177
2016
Q4 		$2.61M Buy
+30,247
New +$2.51M 0.19% 160
2016
Q1 		– Sell
-4,150
Closed -$339K – 515
2015
Q4 		$339K Hold
4,150
– – 0.04% 369
2015
Q3 		$319K Sell
4,150
-3,000
-42% -$238K 0.04% 376
2015
Q2 		$576K Buy
+7,150
New +$568K 0.07% 298

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

Ancora Advisors's PSX Position: Q1 2026 in Review

Ancora Advisors reduced its Phillips 66 (PSX) stake by 0.93% in Q1 2026, selling an estimated $53.4K and leaving 36,331 shares worth $6.62M. The position accounts for 0.14% of the portfolio, ranked #158.

Ancora Advisors first reported a position in PSX in Q2 2015 and has held it in 41 quarters since. The position peaked at $6.79M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Ancora Advisors held 36,331 shares of Phillips 66 worth $6.62M as of Q1 2026.
  • Ancora Advisors sold 341 Phillips 66 shares in Q1 2026, an estimated $53.4K.
  • Phillips 66 made up 0.14% of Ancora Advisors's portfolio in Q1 2026, its #158 holding.
  • Ancora Advisors first reported a position in Phillips 66 in Q2 2015 and has held it in 41 quarters since.
  • Ancora Advisors's Phillips 66 position peaked at $6.79M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.