Baird Financial Group
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Baird Financial Group’s Phillips 66 PSX Stock Holding History

Baird Financial 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 		$22.4M Sell
122,794
-89,721
-42% -$14.1M 0.03% 338
2025
Q4 		$27.4M Sell
212,515
-2,031
-0.9% -$273K 0.04% 291
2025
Q3 		$29.2M Sell
214,546
-21,621
-9% -$2.77M 0.05% 288
2025
Q2 		$28.2M Buy
236,167
+1,128
+0.5% +$126K 0.05% 288
2025
Q1 		$29M Buy
235,039
+11,399
+5% +$1.4M 0.06% 266
2024
Q4 		$25.5M Sell
223,640
-23,842
-10% -$3.03M 0.05% 292
2024
Q3 		$32.5M Buy
247,482
+2,119
+0.9% +$286K 0.06% 259
2024
Q2 		$34.6M Buy
245,363
+33,773
+16% +$5M 0.07% 244
2024
Q1 		$34.6M Sell
211,590
-36,348
-15% -$5.24M 0.07% 238
2023
Q4 		$33M Sell
247,938
-1,336
-0.5% -$160K 0.08% 234
2023
Q3 		$30M Buy
249,274
+6,102
+3% +$685K 0.08% 227
2023
Q2 		$23.2M Sell
243,172
-37,640
-13% -$3.66M 0.06% 270
2023
Q1 		$28.5M Buy
280,812
+15,429
+6% +$1.57M 0.07% 254
2022
Q4 		$27.6M Buy
265,383
+11,867
+5% +$1.21M 0.07% 252
2022
Q3 		$20.5M Buy
253,516
+67,298
+36% +$5.74M 0.06% 285
2022
Q2 		$15.3M Buy
186,218
+37,133
+25% +$3.44M 0.04% 357
2022
Q1 		$12.9M Buy
149,085
+11,247
+8% +$946K 0.03% 395
2021
Q4 		$9.99M Buy
137,838
+11,700
+9% +$884K 0.02% 435
2021
Q3 		$8.83M Sell
126,138
-12,691
-9% -$919K 0.02% 455
2021
Q2 		$11.9M Buy
138,829
+1,925
+1% +$162K 0.03% 386
2021
Q1 		$11.2M Buy
136,904
+2,814
+2% +$221K 0.03% 382
2020
Q4 		$9.38M Buy
134,090
+59,199
+79% +$3.48M 0.03% 401
2020
Q3 		$3.88M Buy
74,891
+2,252
+3% +$137K 0.01% 552
2020
Q2 		$5.22M Sell
72,639
-18,992
-21% -$1.34M 0.02% 472
2020
Q1 		$4.92M Sell
91,631
-21,803
-19% -$1.77M 0.02% 448
2019
Q4 		$12.6M Buy
113,434
+1,531
+1% +$172K 0.05% 340
2019
Q3 		$11.5M Buy
111,903
+6,098
+6% +$611K 0.05% 334
2019
Q2 		$9.9M Buy
105,805
+33,882
+47% +$3.04M 0.04% 359
2019
Q1 		$6.85M Buy
71,923
+490
+0.7% +$46.6K 0.04% 379
2018
Q4 		$6.15M Buy
71,433
+1,571
+2% +$153K 0.04% 382
2018
Q3 		$8M Buy
69,862
+1,392
+2% +$161K 0.05% 339
2018
Q2 		$7.69M Buy
68,470
+1,826
+3% +$205K 0.05% 341
2018
Q1 		$6.39M Buy
66,644
+4,566
+7% +$444K 0.05% 369
2017
Q4 		$6.28M Buy
62,078
+1,593
+3% +$151K 0.04% 378
2017
Q3 		$5.54M Sell
60,485
-1,627
-3% -$138K 0.04% 397
2017
Q2 		$5.14M Buy
62,112
+2,654
+4% +$208K 0.04% 395
2017
Q1 		$4.71M Buy
59,458
+6,948
+13% +$560K 0.04% 408
2016
Q4 		$4.54M Buy
52,510
+106
+0.2% +$8.81K 0.04% 390
2016
Q3 		$4.22M Sell
52,404
-314
-0.6% -$24.4K 0.04% 404
2016
Q2 		$4.13M Buy
52,718
+6,076
+13% +$496K 0.04% 393
2016
Q1 		$4.04M Sell
46,642
-8,726
-16% -$709K 0.04% 394
2015
Q4 		$4.53M Buy
55,368
+2,935
+6% +$253K 0.05% 361
2015
Q3 		$4.03M Buy
52,433
+2,043
+4% +$162K 0.04% 373
2015
Q2 		$4.06M Buy
+50,390
New +$4M 0.04% 397

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

Baird Financial Group's PSX Position: Q1 2026 in Review

Baird Financial Group reduced its Phillips 66 (PSX) stake by 42% in Q1 2026, selling an estimated $14.1M and leaving 122,794 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #338.

Baird Financial Group first reported a position in PSX in Q2 2015 and has held it in 44 quarters since. The position peaked at $34.6M in Q2 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Baird Financial Group held 122,794 shares of Phillips 66 worth $22.4M as of Q1 2026.
  • Baird Financial Group sold 89,721 Phillips 66 shares in Q1 2026, an estimated $14.1M.
  • Phillips 66 made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #338 holding.
  • Baird Financial Group first reported a position in Phillips 66 in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Phillips 66 position peaked at $34.6M in Q2 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.