EPIM
PSX icon

Evelyn Partners Investment Management’s Phillips 66 PSX Stock Holding History

Evelyn Partners Investment Management’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 		$231K Sell
1,270
-141
-10% -$22.1K 0.01% 198
2025
Q4 		$182K Hold
1,411
– – 0.01% 208
2025
Q3 		$192K Hold
1,411
– – 0.01% 204
2025
Q2 		$168K Hold
1,411
– – 0.01% 207
2025
Q1 		$174K Sell
1,411
-340
-19% -$41.9K 0.01% 200
2024
Q4 		$199K Buy
+1,751
New +$223K 0.01% 195

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

Evelyn Partners Investment Management's PSX Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Phillips 66 (PSX) stake by 10% in Q1 2026, selling an estimated $22.1K and leaving 1,270 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #198.

Evelyn Partners Investment Management first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Evelyn Partners Investment Management held 1,270 shares of Phillips 66 worth $231K as of Q1 2026.
  • Evelyn Partners Investment Management sold 141 Phillips 66 shares in Q1 2026, an estimated $22.1K.
  • Phillips 66 made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #198 holding.
  • Evelyn Partners Investment Management first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.