Caitlin John’s Phillips 66 PSX Stock Holding History

Caitlin John’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	$2.37K	Hold	13	–	–	﹤0.01%	697
2025 Q4	$1.68K	Hold	13	–	–	﹤0.01%	738
2025 Q3	$1.77K	Buy	+13	New	+$1.67K	﹤0.01%	705
2025 Q1	–	Sell	-14	Closed	-$1.59K	–	624
2024 Q4	$1.59K	Hold	14	–	–	﹤0.01%	683
2024 Q3	$1.82K	Sell	14 -285	-95%	-$38.5K	﹤0.01%	671
2024 Q2	$42.1K	Sell	299 -2,107	-88%	-$312K	0.03%	262
2024 Q1	$393K	Buy	2,406 +191	+9%	+$27.5K	0.29%	79
2023 Q4	$295K	Buy	+2,215	New	+$265K	0.24%	92

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

Caitlin John's PSX Position: Q1 2026 in Review

Caitlin John held its Phillips 66 (PSX) position steady in Q1 2026 at 13 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Caitlin John first reported a position in PSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $393K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Caitlin John held 13 shares of Phillips 66 worth $2.37K as of Q1 2026.
Caitlin John left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #697 holding.
Caitlin John first reported a position in Phillips 66 in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Phillips 66 position peaked at $393K in Q1 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.