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Birmingham Capital Management’s Phillips 66 PSX Stock Holding History

Birmingham 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 		$287K Hold
1,573
– – 0.12% 82
2025
Q4 		$203K Sell
1,573
-200
-11% -$26.9K 0.09% 90
2025
Q3 		$241K Sell
1,773
-1,400
-44% -$179K 0.11% 90
2025
Q2 		$379K Sell
3,173
-3,550
-53% -$398K 0.17% 84
2025
Q1 		$830K Sell
6,723
-50
-0.7% -$6.16K 0.31% 63
2024
Q4 		$772K Buy
6,773
+120
+2% +$15.3K 0.29% 65
2024
Q3 		$875K Buy
6,653
+1,002
+18% +$135K 0.32% 57
2024
Q2 		$798K Sell
5,651
-150
-3% -$22.2K 0.31% 59
2024
Q1 		$948K Sell
5,801
-551
-9% -$79.4K 0.35% 56
2023
Q4 		$846K Sell
6,352
-3
-0% -$359 0.33% 61
2023
Q3 		$764K Buy
6,355
+25
+0.4% +$2.81K 0.32% 62
2023
Q2 		$604K Sell
6,330
-160
-2% -$15.6K 0.25% 75
2023
Q1 		$658K Sell
6,490
-820
-11% -$83.4K 0.26% 71
2022
Q4 		$761K Hold
7,310
– – 0.29% 69
2022
Q3 		$590K Buy
7,310
+165
+2% +$14.1K 0.26% 73
2022
Q2 		$586K Hold
7,145
– – 0.23% 74
2022
Q1 		$617K Buy
7,145
+156
+2% +$13.1K 0.22% 77
2021
Q4 		$506K Buy
6,989
+1,708
+32% +$129K 0.18% 82
2021
Q3 		$370K Buy
5,281
+1,865
+55% +$135K 0.14% 88
2021
Q2 		$293K Buy
3,416
+30
+0.9% +$2.53K 0.11% 96
2021
Q1 		$276K Buy
+3,386
New +$266K 0.1% 93
2020
Q1 		– Sell
-1,866
Closed -$208K – 100
2019
Q4 		$208K Buy
+1,866
New +$210K 0.09% 96
2018
Q4 		– Sell
-1,866
Closed -$210K – 98
2018
Q3 		$210K Hold
1,866
– – 0.09% 98
2018
Q2 		$210K Buy
+1,866
New +$210K 0.09% 97

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

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

Birmingham Capital Management held its Phillips 66 (PSX) position steady in Q1 2026 at 1,573 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #82.

Birmingham Capital Management first reported a position in PSX in Q2 2018 and has held it in 24 quarters since. The position peaked at $948K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Birmingham Capital Management held 1,573 shares of Phillips 66 worth $287K as of Q1 2026.
  • Birmingham Capital Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.12% of Birmingham Capital Management's portfolio in Q1 2026, its #82 holding.
  • Birmingham Capital Management first reported a position in Phillips 66 in Q2 2018 and has held it in 24 quarters since.
  • Birmingham Capital Management's Phillips 66 position peaked at $948K in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Birmingham Capital Management's 13F filing for Q1 2026, filed 27 May 2026.