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Empowered Funds’s Phillips 66 PSX Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-123,260
Closed -$12.8M – 666
2022
Q4 		$12.8M Buy
+123,260
New +$12.6M 0.84% 16

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

Empowered Funds's PSX Position: Q1 2026 in Review

Empowered Funds opened a new position in Phillips 66 (PSX) in Q1 2026: 122,663 shares worth $22.3M. The stake represents 0.14% of the portfolio and ranks #140 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PSX as recently as Q3 2025.

Empowered Funds first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $33.6M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Empowered Funds held 122,663 shares of Phillips 66 worth $22.3M as of Q1 2026.
  • Phillips 66 was a new Empowered Funds position in Q1 2026.
  • Phillips 66 made up 0.14% of Empowered Funds's portfolio in Q1 2026, its #140 holding.
  • Empowered Funds first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
  • Empowered Funds's Phillips 66 position peaked at $33.6M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.