CM
PSX icon

Cercano Management’s Phillips 66 PSX Stock Holding History

Cercano 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
Q1 		$1.71M Sell
9,396
-1,126
-11% -$176K 0.07% 79
2025
Q4 		$1.36M Buy
+10,522
New +$1.42M 0.05% 81
2025
Q2 		– Sell
-16,290
Closed -$2.01M – 172
2025
Q1 		$2.01M Sell
16,290
-22,669
-58% -$2.79M 0.06% 78
2024
Q4 		$4.44M Buy
+38,959
New +$4.96M 0.11% 82
2023
Q4 		– Sell
-18,500
Closed -$2.22M – 109
2023
Q3 		$2.22M Hold
18,500
– – 0.08% 84
2023
Q2 		$1.76M Buy
+18,500
New +$1.8M 0.06% 84

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

Cercano Management's PSX Position: Q1 2026 in Review

Cercano Management reduced its Phillips 66 (PSX) stake by 11% in Q1 2026, selling an estimated $176K and leaving 9,396 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #79.

Cercano Management first reported a position in PSX in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.44M in Q4 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cercano Management held 9,396 shares of Phillips 66 worth $1.71M as of Q1 2026.
  • Cercano Management sold 1,126 Phillips 66 shares in Q1 2026, an estimated $176K.
  • Phillips 66 made up 0.07% of Cercano Management's portfolio in Q1 2026, its #79 holding.
  • Cercano Management first reported a position in Phillips 66 in Q2 2023 and has held it in 6 quarters since.
  • Cercano Management's Phillips 66 position peaked at $4.44M in Q4 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.