BP
PSX icon

BWM Planning’s Phillips 66 PSX Stock Holding History

BWM Planning’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 		$1.73M Buy
9,505
+1,576
+20% +$247K 0.46% 35
2025
Q4 		$1.02M Hold
7,929
– – 0.27% 48
2025
Q3 		$1.08M Hold
7,929
– – 0.32% 44
2025
Q2 		$946K Sell
7,929
-233
-3% -$26.1K 0.33% 42
2025
Q1 		$1.01M Sell
8,162
-78
-0.9% -$9.61K 0.43% 41
2024
Q4 		$939K Hold
8,240
– – 0.41% 42
2024
Q3 		$1.08M Buy
+8,240
New +$1.11M 0.48% 41

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BWM Planning's PSX Position: Q1 2026 in Review

BWM Planning increased its Phillips 66 (PSX) stake by 20% in Q1 2026, buying an estimated $247K and bringing the position to 9,505 shares worth $1.73M. The position accounts for 0.46% of the portfolio, ranked #35.

BWM Planning first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • BWM Planning held 9,505 shares of Phillips 66 worth $1.73M as of Q1 2026.
  • BWM Planning bought 1,576 Phillips 66 shares in Q1 2026, an estimated $247K.
  • Phillips 66 made up 0.46% of BWM Planning's portfolio in Q1 2026, its #35 holding.
  • BWM Planning first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.