Bank of Montreal
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Bank of Montreal’s Phillips 66 PSX Stock Holding History

Bank of Montreal’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 		$2.21M Buy
13,100
+12,000
+1,091% +$2.07M ﹤0.01% 1695
2026
Q1 		$200K Buy
+1,100
New +$172K ﹤0.01% 2924
2019
Q2 		– Sell
-2,600
Closed -$247K – 5033
2019
Q1 		$247K Buy
+2,600
New +$247K ﹤0.01% 2631
2017
Q2 		– Sell
-700
Closed -$55K – 4258
2017
Q1 		$55K Hold
700
– – ﹤0.01% 3053
2016
Q4 		$58K Buy
+700
New +$58.2K ﹤0.01% 3064
2015
Q1 		– Sell
-30,000
Closed -$2.15M – 4153
2014
Q4 		$2.15M Sell
30,000
-19,100
-39% -$1.41M ﹤0.01% 1383
2014
Q3 		$3.99M Sell
49,100
-120,300
-71% -$10M ﹤0.01% 1174
2014
Q2 		$13.6M Sell
169,400
-9,000
-5% -$741K 0.02% 665
2014
Q1 		$13.7M Buy
178,400
+82,700
+86% +$6.3M 0.02% 551
2013
Q4 		$7.38M Sell
95,700
-103,100
-52% -$6.88M 0.01% 694
2013
Q3 		$11.5M Buy
198,800
+85,700
+76% +$4.97M 0.02% 479
2013
Q2 		$6.66M Buy
+113,100
New +$7.11M 0.01% 637

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal's PSX Position: Q2 2026 in Review

Bank of Montreal reduced its Phillips 66 (PSX) stake by 5% in Q2 2026, selling an estimated $6.27M and leaving 690,089 shares worth $117M. The position accounts for 0.04% of the portfolio, ranked #360.

Bank of Montreal first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $214M in Q3 2024. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bank of Montreal held 690,089 shares of Phillips 66 worth $117M as of Q2 2026.
  • Bank of Montreal sold 36,400 Phillips 66 shares in Q2 2026, an estimated $6.27M.
  • Phillips 66 made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #360 holding.
  • Bank of Montreal first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Phillips 66 position peaked at $214M in Q3 2024.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.