Brooks Moore & Associates’s Phillips 66 PSX Stock Holding History

Brooks Moore & Associates’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	$380K	Hold	2,085	–	–	0.19%	84
2025 Q4	$269K	Buy	2,085 +100	+5%	+$13.5K	0.13%	96
2025 Q3	$270K	Sell	1,985 -16	-0.8%	-$2.05K	0.14%	95
2025 Q2	$247K	Sell	2,001 -84	-4%	-$9.41K	0.13%	99
2025 Q1	$257K	Hold	2,085	–	–	0.15%	95
2024 Q4	$238K	Sell	2,085 -100	-5%	-$12.7K	0.14%	92
2024 Q3	$287K	Hold	2,185	–	–	0.17%	82
2024 Q2	$308K	Hold	2,185	–	–	0.2%	72
2024 Q1	$357K	Hold	2,185	–	–	0.23%	73
2023 Q4	$291K	Hold	2,185	–	–	0.2%	70
2023 Q3	$263K	Hold	2,185	–	–	0.2%	71
2023 Q2	$208K	Hold	2,185	–	–	0.15%	81
2023 Q1	$222K	Sell	2,185 -244	-10%	-$24.8K	0.16%	80
2022 Q4	$253K	Buy	+2,429	New	+$248K	0.18%	79
2020 Q1	–	Sell	-1,856	Closed	-$207K	–	90
2019 Q4	$207K	Buy	+1,856	New	+$209K	0.16%	95

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

Brooks Moore & Associates's PSX Position: Q1 2026 in Review

Brooks Moore & Associates held its Phillips 66 (PSX) position steady in Q1 2026 at 2,085 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #84.

Brooks Moore & Associates first reported a position in PSX in Q4 2019 and has held it in 15 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Brooks Moore & Associates held 2,085 shares of Phillips 66 worth $380K as of Q1 2026.
Brooks Moore & Associates left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.19% of Brooks Moore & Associates's portfolio in Q1 2026, its #84 holding.
Brooks Moore & Associates first reported a position in Phillips 66 in Q4 2019 and has held it in 15 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.