Balyasny Asset Management
PSX icon

Balyasny Asset Management’s Phillips 66 PSX Stock Holding History

Balyasny Asset 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
Q1 		$2.75M Buy
15,075
+5,245
+53% +$822K ﹤0.01% 1643
2025
Q4 		$1.27M Sell
9,830
-3,417
-26% -$460K ﹤0.01% 2079
2025
Q3 		$1.8M Buy
13,247
+3,482
+36% +$446K ﹤0.01% 1849
2025
Q2 		$1.16M Sell
9,765
-24,039
-71% -$2.69M ﹤0.01% 1993
2025
Q1 		$4.17M Sell
33,804
-416,363
-92% -$51.3M 0.01% 1335
2024
Q4 		$51.3M Sell
450,167
-1,060,940
-70% -$135M 0.08% 323
2024
Q3 		$199M Buy
+1,511,107
New +$204M 0.32% 46
2024
Q2 		– Sell
-28,159
Closed -$4.17M – 2995
2024
Q1 		$4.6M Buy
28,159
+13,545
+93% +$1.95M 0.01% 1259
2023
Q4 		$1.95M Buy
14,614
+8,845
+153% +$1.06M ﹤0.01% 1461
2023
Q3 		$693K Sell
5,769
-23,961
-81% -$2.69M ﹤0.01% 1661
2023
Q2 		$2.84M Buy
29,730
+15,834
+114% +$1.54M 0.01% 1258
2023
Q1 		$1.41M Sell
13,896
-85,006
-86% -$8.64M ﹤0.01% 1610
2022
Q4 		$10.3M Buy
98,902
+57,489
+139% +$5.88M 0.03% 741
2022
Q3 		$3.34M Buy
41,413
+14,822
+56% +$1.26M 0.01% 1227
2022
Q2 		$2.18M Sell
26,591
-329,044
-93% -$30.4M 0.01% 1354
2022
Q1 		$30.7M Buy
355,635
+313,213
+738% +$26.4M 0.1% 278
2021
Q4 		$3.07M Buy
+42,422
New +$3.21M 0.01% 1030
2021
Q1 		– Sell
-348,097
Closed -$24.3M – 2020
2020
Q4 		$24.3M Buy
348,097
+228,084
+190% +$13.4M 0.14% 207
2020
Q3 		$6.22M Buy
+120,013
New +$7.32M 0.05% 531
2020
Q2 		– Sell
-175,471
Closed -$9.41M – 1420
2020
Q1 		$9.41M Buy
+175,471
New +$14.3M 0.11% 247
2019
Q4 		– Sell
-219,172
Closed -$22.4M – 1423
2019
Q3 		$22.4M Buy
219,172
+189,802
+646% +$19M 0.15% 219
2019
Q2 		$2.75M Sell
29,370
-10,503
-26% -$942K 0.02% 784
2019
Q1 		$3.79M Buy
39,873
+16,568
+71% +$1.57M 0.03% 640
2018
Q4 		$2.01M Buy
23,305
+3,392
+17% +$331K 0.01% 719
2018
Q3 		$2.25M Sell
19,913
-8,762
-31% -$1.01M 0.01% 942
2018
Q2 		$3.22M Sell
28,675
-458,130
-94% -$51.5M 0.01% 787
2018
Q1 		$46.7M Buy
486,805
+481,542
+9,150% +$46.9M 0.2% 135
2017
Q4 		$532K Buy
+5,263
New +$500K ﹤0.01% 1536
2017
Q3 		– Sell
-11,700
Closed -$967K – 2058
2017
Q2 		$967K Sell
11,700
-7,806
-40% -$613K ﹤0.01% 1115
2017
Q1 		$1.54M Buy
19,506
+6,706
+52% +$540K 0.01% 980
2016
Q4 		$1.11M Buy
+12,800
New +$1.06M 0.01% 994
2016
Q1 		– Sell
-12,780
Closed -$1.04M – 1476
2015
Q4 		$1.04M Buy
12,780
+6,230
+95% +$538K 0.01% 706
2015
Q3 		$503K Buy
6,550
+2,075
+46% +$165K ﹤0.01% 818
2015
Q2 		$361K Buy
+4,475
New +$356K ﹤0.01% 925
2013
Q4 		– Sell
-468,800
Closed -$27.1M – 603
2013
Q3 		$27.1M Buy
+468,800
New +$27.2M 0.37% 53

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

Balyasny Asset Management's PSX Position: Q1 2026 in Review

Balyasny Asset Management increased its Phillips 66 (PSX) stake by 53% in Q1 2026, buying an estimated $822K and bringing the position to 15,075 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Balyasny Asset Management first reported a position in PSX in Q3 2013 and has held it in 35 quarters since. The position peaked at $199M in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Balyasny Asset Management held 15,075 shares of Phillips 66 worth $2.75M as of Q1 2026.
  • Balyasny Asset Management bought 5,245 Phillips 66 shares in Q1 2026, an estimated $822K.
  • Phillips 66 made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1643 holding.
  • Balyasny Asset Management first reported a position in Phillips 66 in Q3 2013 and has held it in 35 quarters since.
  • Balyasny Asset Management's Phillips 66 position peaked at $199M in Q3 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.