Daiwa Securities Group
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Daiwa Securities Group’s Phillips 66 PSX Stock Holding History

Daiwa Securities 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 		$15.8M Sell
86,903
-52
-0.1% -$8.15K 0.05% 233
2025
Q4 		$11.2M Sell
86,955
-1,577
-2% -$212K 0.04% 287
2025
Q3 		$12M Buy
88,532
+10,155
+13% +$1.3M 0.04% 260
2025
Q2 		$9.35M Buy
78,377
+1,874
+2% +$210K 0.03% 295
2025
Q1 		$9.45M Buy
76,503
+7,751
+11% +$955K 0.04% 255
2024
Q4 		$7.83M Buy
68,752
+6,492
+10% +$826K 0.04% 282
2024
Q3 		$8.18M Buy
62,260
+7,235
+13% +$977K 0.04% 268
2024
Q2 		$7.77M Buy
55,025
+2,689
+5% +$398K 0.04% 249
2024
Q1 		$8.55M Buy
52,336
+3,735
+8% +$538K 0.05% 216
2023
Q4 		$6.47M Buy
48,601
+10,536
+28% +$1.26M 0.04% 245
2023
Q3 		$4.57M Buy
38,065
+1,954
+5% +$219K 0.03% 302
2023
Q2 		$3.44M Sell
36,111
-526
-1% -$51.1K 0.02% 354
2023
Q1 		$3.71M Sell
36,637
-580
-2% -$59K 0.03% 332
2022
Q4 		$3.87M Buy
37,217
+2,273
+7% +$232K 0.03% 317
2022
Q3 		$2.82M Buy
34,944
+1,021
+3% +$87K 0.02% 370
2022
Q2 		$2.78M Buy
33,923
+3,463
+11% +$320K 0.02% 375
2022
Q1 		$2.63M Buy
30,460
+4,882
+19% +$411K 0.02% 422
2021
Q4 		$1.85M Buy
25,578
+1,290
+5% +$97.5K 0.01% 526
2021
Q3 		$1.7M Buy
24,288
+826
+4% +$59.8K 0.01% 537
2021
Q2 		$2.01M Buy
23,462
+1,208
+5% +$102K 0.01% 450
2021
Q1 		$1.81M Sell
22,254
-3,712
-14% -$291K 0.01% 453
2020
Q4 		$1.82M Sell
25,966
-1,936
-7% -$114K 0.01% 416
2020
Q3 		$1.45M Buy
27,902
+3,656
+15% +$223K 0.01% 414
2020
Q2 		$1.1M Hold
24,246
– – 0.02% 338
2020
Q1 		$1.3M Buy
24,246
+1,832
+8% +$149K 0.01% 409
2019
Q4 		$2.5M Buy
22,414
+1,207
+6% +$136K 0.02% 306
2019
Q3 		$2.17M Sell
21,207
-453
-2% -$45.4K 0.02% 328
2019
Q2 		$2.03M Buy
21,660
+200
+0.9% +$17.9K 0.02% 332
2019
Q1 		$2.04M Sell
21,460
-2,126
-9% -$202K 0.02% 326
2018
Q4 		$2.03M Sell
23,586
-11,200
-32% -$1.09M 0.02% 320
2018
Q3 		$3.92M Buy
34,786
+12,700
+58% +$1.47M 0.03% 260
2018
Q2 		$2.48M Sell
22,086
-600
-3% -$67.5K 0.02% 341
2018
Q1 		$2.18M Buy
22,686
+9,096
+67% +$885K 0.02% 353
2017
Q4 		$1.38M Buy
13,590
+286
+2% +$27.2K 0.01% 442
2017
Q3 		$1.22M Buy
13,304
+57
+0.4% +$4.83K 0.01% 421
2017
Q2 		$1.09M Buy
13,247
+347
+3% +$27.2K 0.01% 427
2017
Q1 		$1.02M Buy
12,900
+700
+6% +$56.4K 0.01% 453
2016
Q4 		$1.05M Buy
12,200
+800
+7% +$66.5K 0.01% 392
2016
Q3 		$918K Hold
11,400
– – 0.01% 421
2016
Q2 		$904K Sell
11,400
-1,250
-10% -$102K 0.01% 408
2016
Q1 		$1.09M Sell
12,650
-32,500
-72% -$2.64M 0.01% 368
2015
Q4 		$3.69M Sell
45,150
-2,100
-4% -$181K 0.02% 196
2015
Q3 		$3.63M Buy
47,250
+2,800
+6% +$223K 0.03% 207
2015
Q2 		$3.58M Sell
44,450
-10,700
-19% -$850K 0.03% 228
2015
Q1 		$4.33M Buy
55,150
+35,750
+184% +$2.62M 0.03% 190
2014
Q4 		$1.39M Buy
19,400
+900
+5% +$66.4K 0.01% 289
2014
Q3 		$1.5M Sell
18,500
-18,250
-50% -$1.52M 0.01% 247
2014
Q2 		$2.96M Sell
36,750
-17,700
-33% -$1.46M 0.02% 197
2014
Q1 		$4.2M Sell
54,450
-10,900
-17% -$830K 0.03% 160
2013
Q4 		$5.04M Buy
65,350
+15,700
+32% +$1.05M 0.04% 134
2013
Q3 		$2.87M Sell
49,650
-29,000
-37% -$1.68M 0.02% 181
2013
Q2 		$4.63M Buy
+78,650
New +$4.94M 0.04% 161

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

Daiwa Securities Group's PSX Position: Q1 2026 in Review

Daiwa Securities Group reduced its Phillips 66 (PSX) stake by 0.06% in Q1 2026, selling an estimated $8.15K and leaving 86,903 shares worth $15.8M. The position accounts for 0.05% of the portfolio, ranked #233.

Daiwa Securities Group first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Daiwa Securities Group held 86,903 shares of Phillips 66 worth $15.8M as of Q1 2026.
  • Daiwa Securities Group sold 52 Phillips 66 shares in Q1 2026, an estimated $8.15K.
  • Phillips 66 made up 0.05% of Daiwa Securities Group's portfolio in Q1 2026, its #233 holding.
  • Daiwa Securities Group first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.