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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Brown, Lisle/Cummings's PSX Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Phillips 66 (PSX) stake by 6.6% in Q1 2026, buying an estimated $7.52K and bringing the position to 773 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #251.

Brown, Lisle/Cummings first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Brown, Lisle/Cummings held 773 shares of Phillips 66 worth $141K as of Q1 2026.
Brown, Lisle/Cummings bought 48 Phillips 66 shares in Q1 2026, an estimated $7.52K.
Phillips 66 made up 0.04% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #251 holding.
Brown, Lisle/Cummings first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.