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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

B. Metzler seel. Sohn & Co's PSX Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Phillips 66 (PSX) stake by 0.19% in Q1 2026, selling an estimated $21.8K and leaving 72,496 shares worth $13.2M. The position accounts for 0.12% of the portfolio, ranked #100.

B. Metzler seel. Sohn & Co first reported a position in PSX in Q4 2020 and has held it in 22 quarters since. 2,124 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 72,496 shares of Phillips 66 worth $13.2M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 139 Phillips 66 shares in Q1 2026, an estimated $21.8K.
  • Phillips 66 made up 0.12% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #100 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Phillips 66 in Q4 2020 and has held it in 22 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.