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B. Metzler seel. Sohn & Co’s Phillips 66 PSX Stock Holding History

B. Metzler seel. Sohn & Co’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 		$12.7M Buy
75,146
+2,650
+4% +$456K 0.11% 105
2026
Q1 		$13.2M Sell
72,496
-139
-0.2% -$21.8K 0.12% 100
2025
Q4 		$9.38M Buy
72,635
+51,208
+239% +$6.89M 0.08% 127
2025
Q3 		$2.91M Buy
21,427
+165
+0.8% +$21.1K 0.03% 308
2025
Q2 		$2.54M Sell
21,262
-5,976
-22% -$669K 0.02% 331
2025
Q1 		$3.36M Sell
27,238
-9,031
-25% -$1.11M 0.03% 249
2024
Q4 		$4.12M Sell
36,269
-541
-1% -$68.8K 0.04% 195
2024
Q3 		$4.84M Sell
36,810
-2,630
-7% -$355K 0.05% 197
2024
Q2 		$5.57M Sell
39,440
-14,581
-27% -$2.16M 0.05% 163
2024
Q1 		$8.82M Sell
54,021
-9,721
-15% -$1.4M 0.1% 116
2023
Q4 		$8.49M Buy
63,742
+19,390
+44% +$2.32M 0.11% 109
2023
Q3 		$5.33M Sell
44,352
-2,663
-6% -$299K 0.08% 150
2023
Q2 		$4.48M Buy
47,015
+13,427
+40% +$1.31M 0.06% 219
2023
Q1 		$3.41M Buy
33,588
+632
+2% +$64.3K 0.05% 203
2022
Q4 		$3.43M Sell
32,956
-892
-3% -$91.2K 0.06% 201
2022
Q3 		$2.73M Sell
33,848
-605
-2% -$51.6K 0.05% 227
2022
Q2 		$2.83M Buy
34,453
+5,750
+20% +$532K 0.05% 233
2022
Q1 		$2.48M Buy
28,703
+717
+3% +$60.3K 0.03% 294
2021
Q4 		$2.03M Buy
27,986
+6,884
+33% +$520K 0.03% 326
2021
Q3 		$1.48M Buy
21,102
+674
+3% +$48.8K 0.02% 364
2021
Q2 		$1.75M Buy
20,428
+22
+0.1% +$1.86K 0.03% 322
2021
Q1 		$1.66M Buy
20,406
+1,132
+6% +$88.8K 0.03% 332
2020
Q4 		$1.36M Buy
+19,274
New +$1.13M 0.03% 341

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's PSX Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Phillips 66 (PSX) stake by 3.7% in Q2 2026, buying an estimated $456K and bringing the position to 75,146 shares worth $12.7M. The position accounts for 0.11% of the portfolio, ranked #105.

B. Metzler seel. Sohn & Co first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.2M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 75,146 shares of Phillips 66 worth $12.7M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 2,650 Phillips 66 shares in Q2 2026, an estimated $456K.
  • Phillips 66 made up 0.11% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #105 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Phillips 66 position peaked at $13.2M in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.