Brandywine Global Investment Management’s Phillips 66 PSX Stock Holding History

Brandywine Global Investment 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
2025 Q4	$36.2M	Sell	280,896 -5,683	-2%	-$765K	0.24%	112
2025 Q3	$39M	Buy	286,579 +20,396	+8%	+$2.61M	0.27%	110
2025 Q2	$31.8M	Buy	+266,183	New	+$29.8M	0.22%	122
2025 Q1	–	Sell	-125,732	Closed	-$14.3M	–	608
2024 Q4	$14.3M	Sell	125,732 -258,060	-67%	-$32.8M	0.1%	196
2024 Q3	$52M	Buy	383,792 +70,272	+22%	+$9.49M	0.35%	82
2024 Q2	$44.3M	Buy	313,520 +39,202	+14%	+$5.8M	0.33%	81
2024 Q1	$44.8M	Sell	274,318 -2,726	-1%	-$393K	0.32%	84
2023 Q4	$36.9M	Buy	277,044 +49,557	+22%	+$5.92M	0.3%	97
2023 Q3	$27.3M	Buy	227,487 +11,582	+5%	+$1.3M	0.24%	113
2023 Q2	$20.6M	Buy	215,905 +213,870	+10,510%	+$20.8M	0.17%	139
2023 Q1	$206K	Sell	2,035 -125	-6%	-$12.7K	﹤0.01%	680
2022 Q4	$225K	Buy	+2,160	New	+$221K	﹤0.01%	698
2021 Q4	–	Sell	-349,921	Closed	-$24.5M	–	728
2021 Q3	$24.5M	Sell	349,921 -23,159	-6%	-$1.68M	0.19%	138
2021 Q2	$32M	Sell	373,080 -15,013	-4%	-$1.27M	0.24%	114
2021 Q1	$31.6M	Sell	388,093 -28,327	-7%	-$2.22M	0.24%	116
2020 Q4	$29.1M	Buy	+416,420	New	+$24.4M	0.24%	113
2020 Q3	–	Sell	-386,375	Closed	-$27.8M	–	720
2020 Q2	$27.8M	Sell	386,375 -42,130	-10%	-$2.98M	0.28%	97
2020 Q1	$23M	Buy	428,505 +8,688	+2%	+$707K	0.27%	82
2019 Q4	$47.1M	Buy	419,817 +25,898	+7%	+$2.91M	0.33%	74
2019 Q3	$40.3M	Sell	393,919 -20,578	-5%	-$2.06M	0.3%	81
2019 Q2	$38.8M	Sell	414,497 -132,984	-24%	-$11.9M	0.27%	84
2019 Q1	$52.1M	Sell	547,481 -21,688	-4%	-$2.06M	0.36%	67
2018 Q4	$49M	Buy	569,169 +20,627	+4%	+$2.02M	0.36%	72
2018 Q3	$61.8M	Sell	548,542 -23,286	-4%	-$2.69M	0.39%	68
2018 Q2	$64.2M	Buy	571,828 +49,900	+10%	+$5.61M	0.41%	64
2018 Q1	$50.1M	Buy	521,928 +49,220	+10%	+$4.79M	0.32%	81
2017 Q4	$47.8M	Buy	472,708 +13,206	+3%	+$1.26M	0.29%	85
2017 Q3	$42.1M	Sell	459,502 -16,130	-3%	-$1.37M	0.27%	92
2017 Q2	$39.3M	Sell	475,632 -6,140	-1%	-$482K	0.25%	89
2017 Q1	$38.2M	Sell	481,772 -28,103	-6%	-$2.26M	0.24%	90
2016 Q4	$44.1M	Sell	509,875 -18,823	-4%	-$1.56M	0.28%	87
2016 Q3	$42.6M	Sell	528,698 -210,438	-28%	-$16.4M	0.28%	88
2016 Q2	$58.6M	Sell	739,136 -1,792	-0.2%	-$146K	0.4%	65
2016 Q1	$64.2M	Buy	740,928 +18,650	+3%	+$1.52M	0.42%	63
2015 Q4	$59.1M	Buy	722,278 +107,461	+17%	+$9.27M	0.38%	65
2015 Q3	$47.2M	Buy	614,817 +40,726	+7%	+$3.24M	0.31%	79
2015 Q2	$46.2M	Buy	574,091 +19,088	+3%	+$1.52M	0.29%	89
2015 Q1	$43.6M	Buy	555,003 +10,447	+2%	+$767K	0.28%	87
2014 Q4	$39M	Buy	544,556 +114,559	+27%	+$8.45M	0.26%	89
2014 Q3	$35M	Buy	429,997 +74,104	+21%	+$6.17M	0.26%	86
2014 Q2	$28.6M	Buy	355,893 +46,483	+15%	+$3.83M	0.22%	82
2014 Q1	$23.8M	Buy	309,410 +12,558	+4%	+$956K	0.21%	84
2013 Q4	$22.9M	Buy	296,852 +4,890	+2%	+$326K	0.21%	82
2013 Q3	$16.9M	Buy	291,962 +23,992	+9%	+$1.39M	0.17%	106
2013 Q2	$15.8M	Buy	+267,970	New	+$16.8M	0.16%	108

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brandywine Global Investment Management's PSX Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Phillips 66 (PSX) stake by 2% in Q4 2025, selling an estimated $765K and leaving 280,896 shares worth $36.2M. The position accounts for 0.24% of the portfolio, ranked #112.

Brandywine Global Investment Management first reported a position in PSX in Q2 2013 and has held it in 45 quarters since. The position peaked at $64.2M in Q2 2018. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Brandywine Global Investment Management held 280,896 shares of Phillips 66 worth $36.2M as of Q4 2025.
Brandywine Global Investment Management sold 5,683 Phillips 66 shares in Q4 2025, an estimated $765K.
Phillips 66 made up 0.24% of Brandywine Global Investment Management's portfolio in Q4 2025, its #112 holding.
Brandywine Global Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 45 quarters since.
Brandywine Global Investment Management's Phillips 66 position peaked at $64.2M in Q2 2018.
1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.