Cookson Peirce & Co
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Cookson Peirce & Co’s Phillips 66 PSX Stock Holding History

Cookson Peirce & Co’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
Q3 		– Sell
-3,512
Closed -$594K – 370
2026
Q2 		$594K Buy
3,512
+172
+5% +$29.6K 0.02% 239
2026
Q1 		$608K Buy
3,340
+332
+11% +$52K 0.03% 221
2025
Q4 		$388K Buy
3,008
+1,015
+51% +$137K 0.02% 246
2025
Q3 		$271K Buy
+1,993
New +$255K 0.01% 274
2025
Q2 		– Sell
-6,366
Closed -$786K – 311
2025
Q1 		$786K Buy
6,366
+974
+18% +$120K 0.04% 171
2024
Q4 		$614K Sell
5,392
-940
-15% -$120K 0.03% 189
2024
Q3 		$832K Sell
6,332
-306,545
-98% -$41.4M 0.04% 120
2024
Q2 		$44.2M Buy
312,877
+30,674
+11% +$4.54M 2.13% 13
2024
Q1 		$46.1M Buy
282,203
+70,725
+33% +$10.2M 2.46% 10
2023
Q4 		$28.2M Buy
211,478
+202,754
+2,324% +$24.2M 1.7% 17
2023
Q3 		$1.05M Buy
8,724
+226
+3% +$25.4K 0.07% 103
2023
Q2 		$811K Buy
8,498
+1,682
+25% +$164K 0.05% 113
2023
Q1 		$691K Buy
6,816
+2,357
+53% +$240K 0.04% 126
2022
Q4 		$464K Buy
4,459
+575
+15% +$58.8K 0.03% 142
2022
Q3 		$314K Buy
3,884
+352
+10% +$30K 0.02% 154
2022
Q2 		$290K Buy
+3,532
New +$327K 0.02% 168
2018
Q4 		– Sell
-3,995
Closed -$450K – 166
2018
Q3 		$450K Buy
3,995
+55
+1% +$6.36K 0.04% 111
2018
Q2 		$443K Buy
+3,940
New +$443K 0.04% 111

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cookson Peirce & Co's PSX Position: Q3 2026 in Review

Cookson Peirce & Co sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 3,512 shares — an estimated $594K sold.

Cookson Peirce & Co first reported a position in PSX in Q2 2018 and held it in 18 quarters. The position peaked at $46.1M in Q1 2024. 1,613 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Cookson Peirce & Co reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
  • Cookson Peirce & Co sold 3,512 Phillips 66 shares in Q3 2026, an estimated $594K.
  • Cookson Peirce & Co first reported a position in Phillips 66 in Q2 2018 and held it in 18 quarters.
  • Cookson Peirce & Co's Phillips 66 position peaked at $46.1M in Q1 2024.
  • 1,613 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.