Ascent Group’s Phillips 66 PSX Stock Holding History

Ascent Group’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	$707K	Buy	3,883 +526	+16%	+$82.4K	0.02%	436
2025 Q4	$433K	Buy	3,357 +768	+30%	+$103K	0.01%	523
2025 Q3	$352K	Buy	+2,589	New	+$332K	0.01%	564

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

Ascent Group's PSX Position: Q1 2026 in Review

Ascent Group increased its Phillips 66 (PSX) stake by 16% in Q1 2026, buying an estimated $82.4K and bringing the position to 3,883 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #436.

Ascent Group first reported a position in PSX in Q3 2025 and has held it in 3 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Ascent Group held 3,883 shares of Phillips 66 worth $707K as of Q1 2026.
Ascent Group bought 526 Phillips 66 shares in Q1 2026, an estimated $82.4K.
Phillips 66 made up 0.02% of Ascent Group's portfolio in Q1 2026, its #436 holding.
Ascent Group first reported a position in Phillips 66 in Q3 2025 and has held it in 3 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.