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Brown, Lisle/Cummings’s Phillips 66 PSX Stock Holding History

Brown, Lisle/Cummings’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 		$132K Buy
780
+7
+0.9% +$1.21K 0.03% 275
2026
Q1 		$141K Buy
773
+48
+7% +$7.52K 0.04% 251
2025
Q4 		$93.5K Hold
725
– – 0.02% 292
2025
Q3 		$98.6K Hold
725
– – 0.03% 277
2025
Q2 		$86.5K Buy
725
+1
+0.1% +$112 0.02% 287
2025
Q1 		$89.4K Buy
724
+4
+0.6% +$493 0.03% 280
2024
Q4 		$82K Buy
720
+445
+162% +$56.6K 0.02% 284
2024
Q3 		$36.1K Hold
275
– – 0.01% 343
2024
Q2 		$38.8K Hold
275
– – 0.01% 331
2024
Q1 		$44.9K Hold
275
– – 0.02% 302
2023
Q4 		$36.6K Hold
275
– – 0.01% 315
2023
Q3 		$33K Hold
275
– – 0.01% 298
2023
Q2 		$26.2K Hold
275
– – 0.01% 315
2023
Q1 		$27.9K Hold
275
– – 0.01% 309
2022
Q4 		$28.6K Sell
275
-3
-1% -$307 0.02% 300
2022
Q3 		$22.4K Hold
278
– – 0.01% 310
2022
Q2 		$22.8K Hold
278
– – 0.01% 313
2022
Q1 		$24K Sell
278
-250
-47% -$21K 0.01% 323
2021
Q4 		$38.3K Buy
+528
New +$39.9K 0.02% 290

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

Brown, Lisle/Cummings's PSX Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Phillips 66 (PSX) stake by 0.91% in Q2 2026, buying an estimated $1.21K and bringing the position to 780 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #275.

Brown, Lisle/Cummings first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $141K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Brown, Lisle/Cummings held 780 shares of Phillips 66 worth $132K as of Q2 2026.
  • Brown, Lisle/Cummings bought 7 Phillips 66 shares in Q2 2026, an estimated $1.21K.
  • Phillips 66 made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #275 holding.
  • Brown, Lisle/Cummings first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Phillips 66 position peaked at $141K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.