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 |
-3,500
| Closed | -$476K | – | 8141 |
|
|
2025
Q3 | $476K | Hold |
3,500
| – | – | ﹤0.01% | 5816 |
|
|
2025
Q2 | $418K | Buy |
+3,500
| New | +$392K | ﹤0.01% | 5814 |
|
|
2025
Q1 | – | Sell |
-11,400
| Closed | -$1.3M | – | 8503 |
|
|
2024
Q4 | $1.3M | Hold |
11,400
| – | – | ﹤0.01% | 4806 |
|
|
2024
Q3 | $1.5M | Hold |
11,400
| – | – | ﹤0.01% | 4773 |
|
|
2024
Q2 | $1.61M | Hold |
11,400
| – | – | ﹤0.01% | 4586 |
|
|
2024
Q1 | $1.86M | Buy |
11,400
+8,600
| +307% | +$1.24M | ﹤0.01% | 4498 |
|
|
2023
Q4 | $373K | Buy |
+2,800
| New | +$335K | ﹤0.01% | 5707 |
|
|
2020
Q1 | – | Sell |
-36,100
| Closed | -$4.02M | – | 7164 |
|
|
2019
Q4 | $4.02M | Buy |
36,100
+33,600
| +1,344% | +$3.77M | ﹤0.01% | 3428 |
|
|
2019
Q3 | $256K | Hold |
2,500
| – | – | ﹤0.01% | 5511 |
|
|
2019
Q2 | $234K | Buy |
2,500
+1,800
| +257% | +$162K | ﹤0.01% | 5536 |
|
|
2019
Q1 | $67K | Sell |
700
-72,700
| -99% | -$6.91M | ﹤0.01% | 6072 |
|
|
2018
Q4 | $6.32M | Sell |
73,400
-3,800
| -5% | -$371K | ﹤0.01% | 2749 |
|
|
2018
Q3 | $8.7M | Hold |
77,200
| – | – | ﹤0.01% | 2622 |
|
|
2018
Q2 | $8.67M | Hold |
77,200
| – | – | ﹤0.01% | 2607 |
|
|
2018
Q1 | $7.41M | Buy |
77,200
+17,500
| +29% | +$1.7M | ﹤0.01% | 2698 |
|
|
2017
Q4 | $6.04M | Buy |
59,700
+200
| +0.3% | +$19K | ﹤0.01% | 2947 |
|
|
2017
Q3 | $5.45M | Buy |
59,500
+57,100
| +2,379% | +$4.84M | ﹤0.01% | 3108 |
|
|
2017
Q2 | $198K | Sell |
2,400
-780,300
| -100% | -$61.3M | ﹤0.01% | 5308 |
|
|
2017
Q1 | $62M | Buy |
782,700
+717,500
| +1,100% | +$57.8M | 0.01% | 915 |
|
|
2016
Q4 | $5.63M | Buy |
65,200
+12,100
| +23% | +$1.01M | ﹤0.01% | 2825 |
|
|
2016
Q3 | $4.28M | Buy |
53,100
+49,700
| +1,462% | +$3.86M | ﹤0.01% | 2962 |
|
|
2016
Q2 | $270K | Sell |
3,400
-25,200
| -88% | -$2.06M | ﹤0.01% | 5054 |
|
|
2016
Q1 | $2.48M | Sell |
28,600
-95,800
| -77% | -$7.79M | ﹤0.01% | 3390 |
|
|
2015
Q4 | $10.2M | Buy |
124,400
+24,200
| +24% | +$2.09M | ﹤0.01% | 2238 |
|
|
2015
Q3 | $7.7M | Buy |
100,200
+2,800
| +3% | +$223K | ﹤0.01% | 2455 |
|
|
2015
Q2 | $7.85M | Buy |
97,400
+74,400
| +323% | +$5.91M | ﹤0.01% | 2159 |
|
|
2015
Q1 | $1.81M | Sell |
23,000
-1,300
| -5% | -$95.4K | ﹤0.01% | 3329 |
|
|
2014
Q4 | $1.74M | Sell |
24,300
-4,500
| -16% | -$332K | ﹤0.01% | 3522 |
|
|
2014
Q3 | $2.34M | Sell |
28,800
-1,319,200
| -98% | -$110M | ﹤0.01% | 3236 |
|
|
2014
Q2 | $108M | Buy |
1,348,000
+364,600
| +37% | +$30M | 0.03% | 516 |
|
|
2014
Q1 | $75.8M | Buy |
983,400
+878,300
| +836% | +$66.9M | 0.03% | 586 |
|
|
2013
Q4 | $8.11M | Buy |
105,100
+14,600
| +16% | +$974K | ﹤0.01% | 2045 |
|
|
2013
Q3 | $5.23M | Buy |
90,500
+89,100
| +6,364% | +$5.17M | ﹤0.01% | 2362 |
|
|
2013
Q2 | $82K | Buy |
+1,400
| New | +$88K | ﹤0.01% | 6268 |
|
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. 2,120 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.
- 2,120 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.