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Campbell & Co Investment Adviser’s Phillips 66 PSX Stock Holding History

Campbell & Co Investment Adviser’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 		$11.8M Buy
64,718
+58,707
+977% +$9.2M 0.67% 6
2025
Q4 		$776K Sell
6,011
-27,554
-82% -$3.71M 0.04% 666
2025
Q3 		$4.57M Buy
33,565
+11,672
+53% +$1.5M 0.35% 37
2025
Q2 		$2.61M Buy
+21,893
New +$2.45M 0.16% 176
2024
Q4 		– Sell
-2,771
Closed -$364K – 1301
2024
Q3 		$364K Sell
2,771
-2,555
-48% -$345K 0.03% 830
2024
Q2 		$752K Sell
5,326
-2,006
-27% -$297K 0.06% 486
2024
Q1 		$1.2M Buy
7,332
+5,319
+264% +$767K 0.1% 321
2023
Q4 		$268K Sell
2,013
-14,957
-88% -$1.79M 0.02% 951
2023
Q3 		$2.04M Buy
+16,970
New +$1.9M 0.24% 86
2023
Q2 		– Sell
-3,363
Closed -$341K – 1076
2023
Q1 		$341K Sell
3,363
-994
-23% -$101K 0.06% 562
2022
Q4 		$453K Sell
4,357
-1,740
-29% -$178K 0.11% 354
2022
Q3 		$492K Sell
6,097
-5,491
-47% -$468K 0.11% 324
2022
Q2 		$950K Sell
11,588
-7,239
-38% -$670K 0.26% 91
2022
Q1 		$1.63M Buy
+18,827
New +$1.58M 0.44% 23
2020
Q1 		– Sell
-5,428
Closed -$605K – 398
2019
Q4 		$605K Buy
5,428
+1,919
+55% +$216K 0.19% 172
2019
Q3 		$359K Buy
+3,509
New +$352K 0.14% 301
2018
Q4 		– Sell
-3,222
Closed -$363K – 471
2018
Q3 		$363K Buy
3,222
+600
+23% +$69.4K 0.25% 148
2018
Q2 		$294K Buy
2,622
+500
+24% +$56.2K 0.23% 201
2018
Q1 		$204K Buy
+2,122
New +$207K 0.17% 301

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

Campbell & Co Investment Adviser's PSX Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Phillips 66 (PSX) stake by 977% in Q1 2026, buying an estimated $9.2M and bringing the position to 64,718 shares worth $11.8M. The position accounts for 0.67% of the portfolio, ranked #6.

Campbell & Co Investment Adviser first reported a position in PSX in Q1 2018 and has held it in 19 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Campbell & Co Investment Adviser held 64,718 shares of Phillips 66 worth $11.8M as of Q1 2026.
  • Campbell & Co Investment Adviser bought 58,707 Phillips 66 shares in Q1 2026, an estimated $9.2M.
  • Phillips 66 made up 0.67% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #6 holding.
  • Campbell & Co Investment Adviser first reported a position in Phillips 66 in Q1 2018 and has held it in 19 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.