Byrne Asset Management’s Phillips 66 PSX Stock Holding History

Byrne Asset 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	$29.2K	Hold	173	–	–	0.02%	333
2026 Q1	$31.5K	Hold	173	–	–	0.02%	311
2025 Q4	$22.3K	Hold	173	–	–	0.01%	338
2025 Q3	$23.5K	Hold	173	–	–	0.01%	321
2025 Q2	$20.6K	Hold	173	–	–	0.01%	330
2025 Q1	$21.4K	Hold	173	–	–	0.02%	332
2024 Q4	$19.7K	Hold	173	–	–	0.01%	292
2024 Q3	$22.7K	Hold	173	–	–	0.02%	280
2024 Q2	$24.1K	Hold	173	–	–	0.02%	266
2024 Q1	$28.3K	Hold	173	–	–	0.02%	255
2023 Q4	$23.3K	Hold	173	–	–	0.02%	267
2023 Q3	$21K	Hold	173	–	–	0.02%	265
2023 Q2	$17K	Hold	173	–	–	0.01%	349
2023 Q1	$18K	Hold	173	–	–	0.01%	328
2022 Q4	$18K	Hold	173	–	–	0.01%	329
2022 Q3	$14K	Hold	173	–	–	0.01%	333
2022 Q2	$14K	Buy	173 +60	+53%	+$5.55K	0.01%	329
2022 Q1	$10K	Hold	113	–	–	0.01%	385
2021 Q4	$8K	Buy	+113	New	+$8.54K	0.01%	412

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Byrne Asset Management's PSX Position: Q2 2026 in Review

Byrne Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 173 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #333.

Byrne Asset Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.5K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Byrne Asset Management held 173 shares of Phillips 66 worth $29.2K as of Q2 2026.
Byrne Asset Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Byrne Asset Management's portfolio in Q2 2026, its #333 holding.
Byrne Asset Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's Phillips 66 position peaked at $31.5K in Q1 2026.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.