Blume Capital Management’s Phillips 66 PSX Stock Holding History

Blume 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	–	Sell	-91	Closed	-$11.7K	–	347
2025 Q4	$11.7K	Hold	91	–	–	﹤0.01%	254
2025 Q3	$12.4K	Hold	91	–	–	﹤0.01%	269
2025 Q2	$10.9K	Sell	91 -8	-8%	-$896	﹤0.01%	278
2025 Q1	$12.2K	Buy	+99	New	+$12.2K	﹤0.01%	258
2020 Q2	–	Sell	-175	Closed	-$9K	–	236
2020 Q1	$9K	Hold	175	–	–	0.01%	179
2019 Q4	$19K	Hold	175	–	–	0.01%	162
2019 Q3	$17K	Hold	175	–	–	0.01%	166
2019 Q2	$16K	Hold	175	–	–	0.01%	162
2019 Q1	$17K	Hold	175	–	–	0.01%	168
2018 Q4	$15K	Hold	175	–	–	0.01%	176
2018 Q3	$20K	Hold	175	–	–	0.01%	149
2018 Q2	$20K	Sell	175 -19	-10%	-$2.14K	0.01%	147
2018 Q1	$18K	Hold	194	–	–	0.01%	158
2017 Q4	$20K	Hold	194	–	–	0.01%	166
2017 Q3	$18K	Hold	194	–	–	0.01%	176
2017 Q2	$16K	Buy	+194	New	+$15.2K	0.01%	150
2015 Q1	–	Sell	-503	Closed	-$36K	–	311
2014 Q4	$36K	Buy	+503	New	+$37.1K	0.03%	163
2014 Q3	–	Sell	-153	Closed	-$12K	–	204
2014 Q2	$12K	Buy	+153	New	+$12.6K	0.01%	167

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Blume Capital Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 91 shares — an estimated $11.7K sold.

Blume Capital Management first reported a position in PSX in Q2 2014 and held it in 18 quarters. The position peaked at $36K in Q4 2014. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Blume Capital Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Blume Capital Management sold 91 Phillips 66 shares in Q1 2026, an estimated $11.7K.
Blume Capital Management first reported a position in Phillips 66 in Q2 2014 and held it in 18 quarters.
Blume Capital Management's Phillips 66 position peaked at $36K in Q4 2014.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.