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Cullinan Associates’s Phillips 66 PSX Stock Holding History

Cullinan Associates’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 		$1.76M Hold
9,639
– – 0.14% 98
2025
Q4 		$1.24M Hold
9,639
– – 0.08% 122
2025
Q3 		$1.31M Hold
9,639
– – 0.09% 122
2025
Q2 		$1.15M Hold
9,639
– – 0.08% 123
2025
Q1 		$1.19M Sell
9,639
-100
-1% -$12.3K 0.08% 121
2024
Q4 		$1.11M Sell
9,739
-500
-5% -$63.6K 0.07% 130
2024
Q3 		$1.35M Hold
10,239
– – 0.08% 127
2024
Q2 		$1.45M Buy
10,239
+100
+1% +$14.8K 0.08% 124
2024
Q1 		$1.66M Buy
10,139
+2,400
+31% +$346K 0.09% 125
2023
Q4 		$1.03M Hold
7,739
– – 0.06% 144
2023
Q3 		$930K Sell
7,739
-2,700
-26% -$303K 0.05% 147
2023
Q2 		$996K Hold
10,439
– – 0.05% 158
2023
Q1 		$1.06M Hold
10,439
– – 0.06% 156
2022
Q4 		$1.09M Buy
10,439
+2,839
+37% +$290K 0.06% 152
2022
Q3 		$613K Buy
7,600
+700
+10% +$59.7K 0.04% 167
2022
Q2 		$566K Buy
6,900
+1,000
+17% +$92.5K 0.03% 172
2022
Q1 		$510K Sell
5,900
-174
-3% -$14.6K 0.03% 176
2021
Q4 		$440K Buy
6,074
+200
+3% +$15.1K 0.02% 188
2021
Q3 		$411K Hold
5,874
– – 0.02% 189
2021
Q2 		$504K Sell
5,874
-1,500
-20% -$127K 0.03% 172
2021
Q1 		$601K Buy
7,374
+3,387
+85% +$266K 0.03% 148
2020
Q4 		$279K Sell
3,987
-68,996
-95% -$4.05M 0.02% 175
2020
Q3 		$3.78M Buy
72,983
+51
+0.1% +$3.11K 0.24% 93
2020
Q2 		$5.24M Sell
72,932
-3,097
-4% -$219K 0.37% 75
2020
Q1 		$4.08M Buy
76,029
+7,567
+11% +$616K 0.33% 79
2019
Q4 		$7.63M Buy
68,462
+2,990
+5% +$336K 0.51% 52
2019
Q3 		$6.7M Buy
65,472
+8,957
+16% +$898K 0.48% 59
2019
Q2 		$5.29M Buy
56,515
+27,762
+97% +$2.49M 0.38% 76
2019
Q1 		$2.74M Buy
28,753
+24,653
+601% +$2.34M 0.21% 100
2018
Q4 		$353K Sell
4,100
-2,200
-35% -$215K 0.03% 156
2018
Q3 		$710K Buy
6,300
+200
+3% +$23.1K 0.05% 138
2018
Q2 		$685K Sell
6,100
-47,800
-89% -$5.37M 0.05% 142
2018
Q1 		$5.17M Sell
53,900
-5,185
-9% -$505K 0.39% 71
2017
Q4 		$5.98M Sell
59,085
-16,545
-22% -$1.57M 0.44% 62
2017
Q3 		$6.93M Sell
75,630
-1,475
-2% -$125K 0.53% 53
2017
Q2 		$6.38M Buy
77,105
+168
+0.2% +$13.2K 0.5% 55
2017
Q1 		$6.09M Buy
76,937
+853
+1% +$68.7K 0.5% 57
2016
Q4 		$6.57M Buy
76,084
+14,947
+24% +$1.24M 0.56% 50
2016
Q3 		$4.92M Buy
61,137
+5,587
+10% +$434K 0.42% 67
2016
Q2 		$4.41M Buy
55,550
+6,150
+12% +$502K 0.36% 75
2016
Q1 		$4.28M Buy
49,400
+8,400
+20% +$683K 0.37% 75
2015
Q4 		$3.35M Buy
41,000
+11,478
+39% +$990K 0.29% 85
2015
Q3 		$2.27M Buy
29,522
+22,900
+346% +$1.82M 0.21% 98
2015
Q2 		$533K Buy
6,622
+1,300
+24% +$103K 0.04% 171
2015
Q1 		$418K Buy
+5,322
New +$391K 0.03% 182

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

Cullinan Associates's PSX Position: Q1 2026 in Review

Cullinan Associates held its Phillips 66 (PSX) position steady in Q1 2026 at 9,639 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #98.

Cullinan Associates first reported a position in PSX in Q1 2015 and has held it in 45 quarters since. The position peaked at $7.63M in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cullinan Associates held 9,639 shares of Phillips 66 worth $1.76M as of Q1 2026.
  • Cullinan Associates left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.14% of Cullinan Associates's portfolio in Q1 2026, its #98 holding.
  • Cullinan Associates first reported a position in Phillips 66 in Q1 2015 and has held it in 45 quarters since.
  • Cullinan Associates's Phillips 66 position peaked at $7.63M in Q4 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.