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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
Q2 		$266K Hold
1,573
– – 0.1% 81
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 $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

Birmingham Capital Management's PSX Position: Q2 2026 in Review

Birmingham Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,573 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #81.

Birmingham Capital Management first reported a position in PSX in Q2 2018 and has held it in 25 quarters since. The position peaked at $948K in Q1 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Birmingham Capital Management held 1,573 shares of Phillips 66 worth $266K as of Q2 2026.
  • Birmingham Capital Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.1% of Birmingham Capital Management's portfolio in Q2 2026, its #81 holding.
  • Birmingham Capital Management first reported a position in Phillips 66 in Q2 2018 and has held it in 25 quarters since.
  • Birmingham Capital Management's Phillips 66 position peaked at $948K in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Birmingham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.