Baldwin Investment Management’s Phillips 66 PSX Stock Holding History

Baldwin 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	$440K	Hold	2,600	–	–	0.04%	172
2026 Q1	$474K	Hold	2,600	–	–	0.06%	159
2025 Q4	$336K	Hold	2,600	–	–	0.04%	175
2025 Q3	$354K	Hold	2,600	–	–	0.04%	174
2025 Q2	$310K	Hold	2,600	–	–	0.04%	179
2025 Q1	$321K	Hold	2,600	–	–	0.04%	173
2024 Q4	$296K	Buy	+2,600	New	+$331K	0.04%	176
2020 Q4	–	Sell	-5,050	Closed	-$262K	–	236
2020 Q3	$262K	Buy	+5,050	New	+$308K	0.06%	176
2017 Q2	–	Sell	-5,700	Closed	-$452K	–	116
2017 Q1	$452K	Hold	5,700	–	–	0.18%	80
2016 Q4	$493K	Hold	5,700	–	–	0.2%	73
2016 Q3	$459K	Sell	5,700 -150	-3%	-$11.7K	0.2%	76
2016 Q2	$464K	Hold	5,850	–	–	0.2%	75
2016 Q1	$507K	Hold	5,850	–	–	0.22%	70
2015 Q4	$479K	Hold	5,850	–	–	0.22%	75
2015 Q3	$450K	Buy	5,850 +1,800	+44%	+$143K	0.2%	77
2015 Q2	$326K	Hold	4,050	–	–	0.13%	108
2015 Q1	$318K	Hold	4,050	–	–	0.13%	109
2014 Q4	$290K	Hold	4,050	–	–	0.11%	114
2014 Q3	$329K	Buy	4,050 +500	+14%	+$41.6K	0.14%	101
2014 Q2	$286K	Hold	3,550	–	–	0.12%	110
2014 Q1	$274K	Hold	3,550	–	–	0.12%	109
2013 Q4	$274K	Hold	3,550	–	–	0.12%	113
2013 Q3	$205K	Hold	3,550	–	–	0.1%	125
2013 Q2	$209K	Buy	+3,550	New	+$223K	0.1%	120

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baldwin Investment Management's PSX Position: Q2 2026 in Review

Baldwin Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,600 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #172.

Baldwin Investment Management first reported a position in PSX in Q2 2013 and has held it in 24 quarters since. The position peaked at $507K in Q1 2016. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Baldwin Investment Management held 2,600 shares of Phillips 66 worth $440K as of Q2 2026.
Baldwin Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.04% of Baldwin Investment Management's portfolio in Q2 2026, its #172 holding.
Baldwin Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 24 quarters since.
Baldwin Investment Management's Phillips 66 position peaked at $507K in Q1 2016.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.