Balyasny Asset Management
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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 		$2.5M Buy
13,700
+5,100
+59% +$799K ﹤0.01% 1685
2025
Q4 		$1.11M Buy
+8,600
New +$1.16M ﹤0.01% 2142
2025
Q1 		– Sell
-3,100
Closed -$353K – 3195
2024
Q4 		$353K Sell
3,100
-2,000
-39% -$254K ﹤0.01% 2322
2024
Q3 		$670K Sell
5,100
-1,200
-19% -$162K ﹤0.01% 2133
2024
Q2 		$889K Sell
6,300
-2,700
-30% -$400K ﹤0.01% 1837
2024
Q1 		$1.47M Buy
9,000
+500
+6% +$72.1K ﹤0.01% 1648
2023
Q4 		$1.13M Sell
8,500
-69,700
-89% -$8.33M ﹤0.01% 1638
2023
Q3 		$9.4M Buy
78,200
+3,200
+4% +$359K 0.02% 867
2023
Q2 		$7.15M Sell
75,000
-7,100
-9% -$690K 0.02% 923
2023
Q1 		$8.32M Buy
82,100
+5,700
+7% +$580K 0.02% 851
2022
Q4 		$7.95M Buy
76,400
+31,400
+70% +$3.21M 0.02% 831
2022
Q3 		$3.63M Buy
45,000
+32,400
+257% +$2.76M 0.01% 1180
2022
Q2 		$1.03M Buy
+12,600
New +$1.17M ﹤0.01% 1738
2016
Q2 		– Sell
-1,000,000
Closed -$86.6M – 1385
2016
Q1 		$86.6M Buy
+1,000,000
New +$81.3M 0.51% 32
2015
Q4 		– Sell
-216,100
Closed -$16.6M – 1409
2015
Q3 		$16.6M Buy
+216,100
New +$17.2M 0.12% 228

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.