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Bridges Investment Management’s Phillips 66 PSX Stock Holding History

Bridges 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
2026
Q2 		$871K Buy
5,152
+105
+2% +$18.1K 0.01% 273
2026
Q1 		$919K Sell
5,047
-30
-0.6% -$4.7K 0.01% 249
2025
Q4 		$655K Sell
5,077
-390
-7% -$52.5K 0.01% 272
2025
Q3 		$744K Buy
5,467
+1,010
+23% +$129K 0.01% 269
2025
Q2 		$532K Sell
4,457
-550
-11% -$61.6K 0.01% 284
2025
Q1 		$618K Buy
5,007
+990
+25% +$122K 0.01% 271
2024
Q4 		$458K Buy
4,017
+4
+0.1% +$509 0.01% 296
2024
Q3 		$528K Buy
4,013
+345
+9% +$46.6K 0.01% 274
2024
Q2 		$518K Buy
+3,668
New +$543K 0.01% 267
2021
Q1 		– Sell
-4,049
Closed -$283K – 222
2020
Q4 		$283K Sell
4,049
-225
-5% -$13.2K 0.01% 200
2020
Q3 		$222K Sell
4,274
-50
-1% -$3.05K 0.01% 208
2020
Q2 		$311K Sell
4,324
-142
-3% -$10.1K 0.01% 189
2020
Q1 		$239K Buy
4,466
+92
+2% +$7.49K 0.01% 202
2019
Q4 		$487K Sell
4,374
-100
-2% -$11.2K 0.02% 198
2019
Q3 		$458K Hold
4,474
– – 0.02% 302
2019
Q2 		$419K Sell
4,474
-800
-15% -$71.8K 0.02% 317
2019
Q1 		$502K Sell
5,274
-166
-3% -$15.8K 0.02% 263
2018
Q4 		$469K Buy
5,440
+3,190
+142% +$312K 0.02% 255
2018
Q3 		$253K Hold
2,250
– – 0.01% 248
2018
Q2 		$252K Sell
2,250
-50
-2% -$5.62K 0.01% 240
2018
Q1 		$221K Buy
2,300
+150
+7% +$14.6K 0.01% 242
2017
Q4 		$217K Buy
+2,150
New +$204K 0.02% 189

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 $3.37T AUM 44.26% 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

Bridges Investment Management's PSX Position: Q2 2026 in Review

Bridges Investment Management increased its Phillips 66 (PSX) stake by 2.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,152 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #273.

Bridges Investment Management first reported a position in PSX in Q4 2017 and has held it in 22 quarters since. The position peaked at $919K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bridges Investment Management held 5,152 shares of Phillips 66 worth $871K as of Q2 2026.
  • Bridges Investment Management bought 105 Phillips 66 shares in Q2 2026, an estimated $18.1K.
  • Phillips 66 made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #273 holding.
  • Bridges Investment Management first reported a position in Phillips 66 in Q4 2017 and has held it in 22 quarters since.
  • Bridges Investment Management's Phillips 66 position peaked at $919K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.