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Azimuth Capital Investment Management’s Phillips 66 PSX Stock Holding History

Azimuth Capital 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
Q2 		$231K Hold
1,366
– – 0.01% 300
2026
Q1 		$249K Buy
+1,366
New +$214K 0.01% 285
2025
Q2 		– Sell
-1,813
Closed -$224K – 305
2025
Q1 		$224K Sell
1,813
-124
-6% -$15.3K 0.01% 287
2024
Q4 		$221K Sell
1,937
-198
-9% -$25.2K 0.01% 292
2024
Q3 		$281K Sell
2,135
-118
-5% -$15.9K 0.01% 279
2024
Q2 		$318K Sell
2,253
-50
-2% -$7.4K 0.01% 268
2024
Q1 		$376K Sell
2,303
-40
-2% -$5.76K 0.02% 254
2023
Q4 		$312K Hold
2,343
– – 0.01% 262
2023
Q3 		$282K Buy
2,343
+44
+2% +$4.94K 0.01% 270
2023
Q2 		$219K Sell
2,299
-50
-2% -$4.86K 0.01% 289
2023
Q1 		$238K Hold
2,349
– – 0.01% 285
2022
Q4 		$244K Buy
+2,349
New +$240K 0.01% 291

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Azimuth Capital Investment Management's PSX Position: Q2 2026 in Review

Azimuth Capital Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,366 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #300.

Azimuth Capital Investment Management first reported a position in PSX in Q4 2022 and has held it in 12 quarters since. The position peaked at $376K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Azimuth Capital Investment Management held 1,366 shares of Phillips 66 worth $231K as of Q2 2026.
  • Azimuth Capital Investment Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #300 holding.
  • Azimuth Capital Investment Management first reported a position in Phillips 66 in Q4 2022 and has held it in 12 quarters since.
  • Azimuth Capital Investment Management's Phillips 66 position peaked at $376K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.