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Eagle Global Advisors’s Phillips 66 PSX Stock Holding History

Eagle Global Advisors’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 		$1.39M Hold
7,629
– – 0.05% 150
2025
Q4 		$984K Hold
7,629
– – 0.04% 175
2025
Q3 		$1.04M Hold
7,629
– – 0.04% 167
2025
Q2 		$910K Hold
7,629
– – 0.04% 164
2025
Q1 		$942K Sell
7,629
-125
-2% -$15.4K 0.04% 168
2024
Q4 		$883K Buy
7,754
+6,000
+342% +$763K 0.04% 165
2024
Q3 		$231K Sell
1,754
-287
-14% -$38.8K 0.01% 227
2024
Q2 		$288K Hold
2,041
– – 0.02% 211
2024
Q1 		$333K Hold
2,041
– – 0.02% 194
2023
Q4 		$272K Hold
2,041
– – 0.02% 206
2023
Q3 		$245K Buy
+2,041
New +$229K 0.02% 207
2018
Q4 		– Sell
-2,008
Closed -$226K – 242
2018
Q3 		$226K Hold
2,008
– – 0.01% 217
2018
Q2 		$226K Buy
+2,008
New +$226K 0.01% 225
2018
Q1 		– Sell
-2,109
Closed -$213K – 254
2017
Q4 		$213K Sell
2,109
-487
-19% -$46.3K 0.01% 235
2017
Q3 		$238K Hold
2,596
– – 0.01% 228
2017
Q2 		$215K Sell
2,596
-1,156
-31% -$90.8K 0.01% 361
2017
Q1 		$297K Buy
3,752
+1,157
+45% +$93.2K 0.01% 286
2016
Q4 		$224K Sell
2,595
-22
-0.8% -$1.83K 0.01% 313
2016
Q3 		$211K Hold
2,617
– – 0.01% 307
2016
Q2 		$208K Hold
2,617
– – 0.01% 317
2016
Q1 		$227K Hold
2,617
– – 0.01% 314
2015
Q4 		$214K Buy
+2,617
New +$226K 0.01% 314
2013
Q4 		– Sell
-4,129
Closed -$239K – 243
2013
Q3 		$239K Hold
4,129
– – 0.01% 217
2013
Q2 		$243K Buy
+4,129
New +$259K 0.01% 199

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

Eagle Global Advisors's PSX Position: Q1 2026 in Review

Eagle Global Advisors held its Phillips 66 (PSX) position steady in Q1 2026 at 7,629 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #150.

Eagle Global Advisors first reported a position in PSX in Q2 2013 and has held it in 24 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Eagle Global Advisors held 7,629 shares of Phillips 66 worth $1.39M as of Q1 2026.
  • Eagle Global Advisors left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.05% of Eagle Global Advisors's portfolio in Q1 2026, its #150 holding.
  • Eagle Global Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 24 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.