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Becker Capital Management’s Phillips 66 PSX Stock Holding History

Becker Capital 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 		$3.5M Sell
19,191
-164
-0.8% -$25.7K 0.1% 111
2025
Q4 		$2.5M Sell
19,355
-200
-1% -$26.9K 0.07% 133
2025
Q3 		$2.66M Sell
19,555
-203
-1% -$26K 0.08% 131
2025
Q2 		$2.36M Sell
19,758
-613
-3% -$68.7K 0.07% 131
2025
Q1 		$2.52M Sell
20,371
-239
-1% -$29.5K 0.08% 125
2024
Q4 		$2.35M Sell
20,610
-73
-0.4% -$9.29K 0.08% 128
2024
Q3 		$2.72M Buy
20,683
+8
+0% +$1.08K 0.09% 126
2024
Q2 		$2.92M Sell
20,675
-678
-3% -$100K 0.1% 118
2024
Q1 		$3.49M Sell
21,353
-347
-2% -$50K 0.12% 113
2023
Q4 		$2.89M Sell
21,700
-335
-2% -$40K 0.1% 113
2023
Q3 		$2.65M Sell
22,035
-105
-0.5% -$11.8K 0.11% 116
2023
Q2 		$2.11M Buy
22,140
+29
+0.1% +$2.82K 0.08% 127
2023
Q1 		$2.24M Sell
22,111
-1,806
-8% -$184K 0.09% 123
2022
Q4 		$2.49M Sell
23,917
-2,921
-11% -$299K 0.12% 99
2022
Q3 		$2.17M Sell
26,838
-345
-1% -$29.4K 0.11% 103
2022
Q2 		$2.23M Sell
27,183
-1,736
-6% -$161K 0.11% 106
2022
Q1 		$2.5M Sell
28,919
-3,285
-10% -$276K 0.1% 111
2021
Q4 		$2.33M Sell
32,204
-5,232
-14% -$395K 0.09% 113
2021
Q3 		$2.62M Sell
37,436
-833
-2% -$60.3K 0.11% 108
2021
Q2 		$3.28M Buy
38,269
+1,716
+5% +$145K 0.14% 101
2021
Q1 		$2.98M Sell
36,553
-7,737
-17% -$607K 0.13% 105
2020
Q4 		$3.1M Sell
44,290
-2,753
-6% -$162K 0.15% 94
2020
Q3 		$2.44M Sell
47,043
-660
-1% -$40.3K 0.14% 93
2020
Q2 		$3.43M Sell
47,703
-7,773
-14% -$550K 0.19% 85
2020
Q1 		$2.98M Sell
55,476
-1,702
-3% -$139K 0.18% 86
2019
Q4 		$6.37M Sell
57,178
-528
-0.9% -$59.3K 0.23% 82
2019
Q3 		$5.91M Sell
57,706
-3,920
-6% -$393K 0.23% 78
2019
Q2 		$5.76M Buy
61,626
+530
+0.9% +$47.6K 0.21% 81
2019
Q1 		$5.82M Sell
61,096
-948
-2% -$90.1K 0.22% 83
2018
Q4 		$5.34M Sell
62,044
-1,947
-3% -$190K 0.21% 83
2018
Q3 		$7.21M Sell
63,991
-23,418
-27% -$2.71M 0.23% 83
2018
Q2 		$9.82M Sell
87,409
-4,754
-5% -$534K 0.33% 78
2018
Q1 		$8.84M Sell
92,163
-7,021
-7% -$683K 0.29% 81
2017
Q4 		$10M Sell
99,184
-163,861
-62% -$15.6M 0.33% 76
2017
Q3 		$24.1M Buy
263,045
+291
+0.1% +$24.6K 0.83% 60
2017
Q2 		$21.7M Sell
262,754
-1,051
-0.4% -$82.5K 0.78% 60
2017
Q1 		$20.9M Sell
263,805
-2,838
-1% -$229K 0.76% 61
2016
Q4 		$23M Sell
266,643
-9,305
-3% -$774K 0.85% 57
2016
Q3 		$22.2M Buy
275,948
+8,797
+3% +$684K 0.87% 55
2016
Q2 		$21.2M Sell
267,151
-3,293
-1% -$269K 0.86% 53
2016
Q1 		$23.4M Sell
270,444
-7,462
-3% -$606K 1.01% 49
2015
Q4 		$22.7M Buy
277,906
+4,728
+2% +$408K 1% 51
2015
Q3 		$21M Sell
273,178
-66,913
-20% -$5.32M 0.95% 54
2015
Q2 		$27.4M Sell
340,091
-8,803
-3% -$700K 1.08% 55
2015
Q1 		$27.4M Sell
348,894
-364
-0.1% -$26.7K 1.07% 53
2014
Q4 		$25M Sell
349,258
-3,712
-1% -$274K 0.97% 56
2014
Q3 		$28.7M Buy
352,970
+55,360
+19% +$4.61M 1.18% 45
2014
Q2 		$23.9M Buy
297,610
+19,195
+7% +$1.58M 0.98% 53
2014
Q1 		$21.5M Sell
278,415
-5,222
-2% -$398K 0.88% 62
2013
Q4 		$21.9M Sell
283,637
-3,008
-1% -$201K 0.9% 59
2013
Q3 		$16.6M Buy
286,645
+961
+0.3% +$55.7K 0.76% 63
2013
Q2 		$16.8M Buy
+285,684
New +$18M 0.85% 61

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

Becker Capital Management's PSX Position: Q1 2026 in Review

Becker Capital Management reduced its Phillips 66 (PSX) stake by 0.85% in Q1 2026, selling an estimated $25.7K and leaving 19,191 shares worth $3.5M. The position accounts for 0.1% of the portfolio, ranked #111.

Becker Capital Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.7M in Q3 2014. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Becker Capital Management held 19,191 shares of Phillips 66 worth $3.5M as of Q1 2026.
  • Becker Capital Management sold 164 Phillips 66 shares in Q1 2026, an estimated $25.7K.
  • Phillips 66 made up 0.1% of Becker Capital Management's portfolio in Q1 2026, its #111 holding.
  • Becker Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Becker Capital Management's Phillips 66 position peaked at $28.7M in Q3 2014.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.