Bank of America’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-700
| Closed | -$95.2K | – | 8140 |
|
|
2025
Q3 | $95.2K | Sell |
700
-30,900
| -98% | -$3.96M | ﹤0.01% | 6617 |
|
|
2025
Q2 | $3.77M | Buy |
+31,600
| New | +$3.54M | ﹤0.01% | 4169 |
|
|
2025
Q1 | – | Sell |
-9,900
| Closed | -$1.13M | – | 8502 |
|
|
2024
Q4 | $1.13M | Sell |
9,900
-23,900
| -71% | -$3.04M | ﹤0.01% | 4932 |
|
|
2024
Q3 | $4.44M | Hold |
33,800
| – | – | ﹤0.01% | 3844 |
|
|
2024
Q2 | $4.77M | Buy |
33,800
+23,900
| +241% | +$3.54M | ﹤0.01% | 3669 |
|
|
2024
Q1 | $1.62M | Buy |
9,900
+8,200
| +482% | +$1.18M | ﹤0.01% | 4592 |
|
|
2023
Q4 | $226K | Buy |
+1,700
| New | +$203K | ﹤0.01% | 6006 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$410K | – | 8114 |
|
|
2022
Q2 | $410K | Buy |
+5,000
| New | +$463K | ﹤0.01% | 5578 |
|
|
2022
Q1 | – | Sell |
-410,800
| Closed | -$29.8M | – | 8656 |
|
|
2021
Q4 | $29.8M | Sell |
410,800
-182,000
| -31% | -$13.8M | ﹤0.01% | 1854 |
|
|
2021
Q3 | $41.5M | Buy |
592,800
+517,800
| +690% | +$37.5M | ﹤0.01% | 1489 |
|
|
2021
Q2 | $6.44M | Buy |
+75,000
| New | +$6.33M | ﹤0.01% | 3287 |
|
|
2021
Q1 | – | Sell |
-30,000
| Closed | -$2.1M | – | 7702 |
|
|
2020
Q4 | $2.1M | Buy |
+30,000
| New | +$1.76M | ﹤0.01% | 3917 |
|
|
2020
Q1 | – | Sell |
-205,700
| Closed | -$22.9M | – | 7163 |
|
|
2019
Q4 | $22.9M | Buy |
205,700
+168,500
| +453% | +$18.9M | ﹤0.01% | 1773 |
|
|
2019
Q3 | $3.81M | Buy |
37,200
+2,300
| +7% | +$231K | ﹤0.01% | 3466 |
|
|
2019
Q2 | $3.26M | Buy |
34,900
+300
| +0.9% | +$26.9K | ﹤0.01% | 3620 |
|
|
2019
Q1 | $3.29M | Sell |
34,600
-1,000
| -3% | -$95.1K | ﹤0.01% | 3565 |
|
|
2018
Q4 | $3.07M | Buy |
35,600
+22,700
| +176% | +$2.22M | ﹤0.01% | 3480 |
|
|
2018
Q3 | $1.45M | Hold |
12,900
| – | – | ﹤0.01% | 4215 |
|
|
2018
Q2 | $1.45M | Hold |
12,900
| – | – | ﹤0.01% | 4228 |
|
|
2018
Q1 | $1.24M | Sell |
12,900
-29,900
| -70% | -$2.91M | ﹤0.01% | 4244 |
|
|
2017
Q4 | $4.33M | Buy |
42,800
+36,000
| +529% | +$3.42M | ﹤0.01% | 3263 |
|
|
2017
Q3 | $623K | Buy |
+6,800
| New | +$576K | ﹤0.01% | 4832 |
|
|
2017
Q2 | – | Sell |
-226,700
| Closed | -$18M | – | 7121 |
|
|
2017
Q1 | $18M | Buy |
226,700
+700
| +0.3% | +$56.4K | ﹤0.01% | 1849 |
|
|
2016
Q4 | $19.5M | Sell |
226,000
-222,400
| -50% | -$18.5M | ﹤0.01% | 1699 |
|
|
2016
Q3 | $36.1M | Buy |
448,400
+230,800
| +106% | +$17.9M | 0.01% | 1193 |
|
|
2016
Q2 | $17.3M | Sell |
217,600
-295,200
| -58% | -$24.1M | ﹤0.01% | 1709 |
|
|
2016
Q1 | $44.4M | Buy |
512,800
+445,500
| +662% | +$36.2M | 0.01% | 997 |
|
|
2015
Q4 | $5.5M | Hold |
67,300
| – | – | ﹤0.01% | 2849 |
|
|
2015
Q3 | $5.17M | Hold |
67,300
| – | – | ﹤0.01% | 2851 |
|
|
2015
Q2 | $5.42M | Sell |
67,300
-117,700
| -64% | -$9.35M | ﹤0.01% | 2503 |
|
|
2015
Q1 | $14.5M | Buy |
185,000
+165,900
| +869% | +$12.2M | ﹤0.01% | 1595 |
|
|
2014
Q4 | $1.37M | Sell |
19,100
-3,300
| -15% | -$243K | ﹤0.01% | 3758 |
|
|
2014
Q3 | $1.82M | Sell |
22,400
-964,100
| -98% | -$80.3M | ﹤0.01% | 3471 |
|
|
2014
Q2 | $79.3M | Buy |
986,500
+12,900
| +1% | +$1.06M | 0.03% | 632 |
|
|
2014
Q1 | $75M | Buy |
973,600
+794,100
| +442% | +$60.5M | 0.03% | 591 |
|
|
2013
Q4 | $13.8M | Buy |
179,500
+43,300
| +32% | +$2.89M | 0.01% | 1574 |
|
|
2013
Q3 | $7.88M | Buy |
136,200
+41,900
| +44% | +$2.43M | ﹤0.01% | 2002 |
|
|
2013
Q2 | $5.55M | Buy |
+94,300
| New | +$5.93M | ﹤0.01% | 2199 |
|
Other funds holding PSX
VCM
VPM
EIM
Bank of America's PSX Position: Q1 2026 in Review
Bank of America increased its Phillips 66 (PSX) stake by 1.2% in Q1 2026, buying an estimated $5.51M and bringing the position to 2,971,036 shares worth $541M. The position accounts for 0.04% of the portfolio, ranked #393.
Bank of America first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $865M in Q1 2024. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Bank of America held 2,971,036 shares of Phillips 66 worth $541M as of Q1 2026.
- Bank of America bought 35,167 Phillips 66 shares in Q1 2026, an estimated $5.51M.
- Phillips 66 made up 0.04% of Bank of America's portfolio in Q1 2026, its #393 holding.
- Bank of America first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Phillips 66 position peaked at $865M in Q1 2024.
- 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.