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Cypress Capital Group’s Phillips 66 PSX Stock Holding History

Cypress Capital Group’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 		$10.5M Sell
57,688
-377
-0.6% -$59.1K 1.18% 24
2025
Q4 		$7.49M Sell
58,065
-262
-0.4% -$35.3K 0.84% 32
2025
Q3 		$7.93M Sell
58,327
-489
-0.8% -$62.6K 0.95% 29
2025
Q2 		$7.02M Sell
58,816
-4,594
-7% -$515K 0.87% 30
2025
Q1 		$7.83M Sell
63,410
-1,125
-2% -$139K 1.03% 26
2024
Q4 		$7.35M Sell
64,535
-765
-1% -$97.3K 0.9% 29
2024
Q3 		$8.58M Buy
65,300
+597
+0.9% +$80.6K 0.96% 24
2024
Q2 		$9.13M Sell
64,703
-215
-0.3% -$31.8K 1.09% 18
2024
Q1 		$10.6M Sell
64,918
-165
-0.3% -$23.8K 1.27% 14
2023
Q4 		$8.67M Buy
65,083
+30
+0% +$3.59K 1.13% 19
2023
Q3 		$7.82M Buy
65,053
+730
+1% +$81.9K 1.13% 18
2023
Q2 		$6.14M Buy
64,323
+545
+0.9% +$53K 0.89% 29
2023
Q1 		$6.47M Buy
63,778
+7,245
+13% +$737K 0.99% 26
2022
Q4 		$5.88M Buy
56,533
+11,262
+25% +$1.15M 0.89% 33
2022
Q3 		$3.65M Buy
45,271
+31,165
+221% +$2.66M 0.61% 48
2022
Q2 		$1.16M Sell
14,106
-599
-4% -$55.4K 0.18% 117
2022
Q1 		$1.27M Buy
14,705
+960
+7% +$80.8K 0.16% 123
2021
Q4 		$996K Buy
13,745
+1,047
+8% +$79.1K 0.12% 141
2021
Q3 		$889K Sell
12,698
-102
-0.8% -$7.38K 0.12% 150
2021
Q2 		$1.1M Buy
12,800
+181
+1% +$15.3K 0.15% 133
2021
Q1 		$1.03M Sell
12,619
-300
-2% -$23.5K 0.15% 137
2020
Q4 		$904K Sell
12,919
-5,900
-31% -$346K 0.14% 132
2020
Q3 		$975K Buy
18,819
+1,310
+7% +$79.9K 0.16% 126
2020
Q2 		$1.26M Sell
17,509
-2,174
-11% -$154K 0.23% 98
2020
Q1 		$1.06M Buy
19,683
+1,166
+6% +$94.9K 0.24% 93
2019
Q4 		$2.06M Sell
18,517
-400
-2% -$44.9K 0.37% 73
2019
Q3 		$1.94M Buy
18,917
+390
+2% +$39.1K 0.37% 74
2019
Q2 		$1.73M Sell
18,527
-15,029
-45% -$1.35M 0.34% 77
2019
Q1 		$3.19M Sell
33,556
-530
-2% -$50.4K 0.65% 50
2018
Q4 		$2.94M Sell
34,086
-4,152
-11% -$406K 0.67% 48
2018
Q3 		$4.31M Buy
38,238
+75
+0.2% +$8.67K 0.82% 36
2018
Q2 		$4.29M Sell
38,163
-350
-0.9% -$39.3K 0.88% 30
2018
Q1 		$3.69M Sell
38,513
-450
-1% -$43.8K 0.78% 40
2017
Q4 		$3.94M Sell
38,963
-4,350
-10% -$414K 0.82% 38
2017
Q3 		$3.97M Sell
43,313
-1,100
-2% -$93.2K 0.85% 36
2017
Q2 		$3.67M Sell
44,413
-2,700
-6% -$212K 0.81% 45
2017
Q1 		$3.73M Sell
47,113
-7,700
-14% -$620K 0.87% 41
2016
Q4 		$4.74M Buy
54,813
+9,985
+22% +$830K 1.12% 28
2016
Q3 		$3.61M Buy
44,828
+1,155
+3% +$89.8K 0.86% 40
2016
Q2 		$3.46M Buy
43,673
+625
+1% +$51K 0.81% 45
2016
Q1 		$3.73M Sell
43,048
-1,150
-3% -$93.5K 0.91% 40
2015
Q4 		$3.62M Sell
44,198
-50
-0.1% -$4.32K 0.87% 40
2015
Q3 		$3.4M Buy
44,248
+575
+1% +$45.7K 0.84% 43
2015
Q2 		$3.52M Buy
43,673
+1,393
+3% +$111K 0.81% 44
2015
Q1 		$3.32M Buy
42,280
+6,311
+18% +$463K 0.76% 48
2014
Q4 		$2.58M Sell
35,969
-14,137
-28% -$1.04M 0.6% 56
2014
Q3 		$4.08M Buy
50,106
+2,565
+5% +$214K 0.97% 36
2014
Q2 		$3.82M Buy
47,541
+20,874
+78% +$1.72M 0.9% 36
2014
Q1 		$2.06M Buy
26,667
+12,243
+85% +$932K 0.5% 66
2013
Q4 		$1.11M Buy
14,424
+9,766
+210% +$651K 0.27% 84
2013
Q3 		$270K Sell
4,658
-45
-1% -$2.61K 0.07% 163
2013
Q2 		$277K Buy
+4,703
New +$296K 0.06% 173

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

Cypress Capital Group's PSX Position: Q1 2026 in Review

Cypress Capital Group reduced its Phillips 66 (PSX) stake by 0.65% in Q1 2026, selling an estimated $59.1K and leaving 57,688 shares worth $10.5M. The position accounts for 1.18% of the portfolio, ranked #24.

Cypress Capital Group first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cypress Capital Group held 57,688 shares of Phillips 66 worth $10.5M as of Q1 2026.
  • Cypress Capital Group sold 377 Phillips 66 shares in Q1 2026, an estimated $59.1K.
  • Phillips 66 made up 1.18% of Cypress Capital Group's portfolio in Q1 2026, its #24 holding.
  • Cypress Capital Group first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Cypress Capital Group's Phillips 66 position peaked at $10.6M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.