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Fidelis Capital Partners’s Phillips 66 PSX Stock Holding History

Fidelis Capital Partners’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 		$1.05M Buy
5,786
+939
+19% +$147K 0.08% 202
2025
Q4 		$625K Buy
4,847
+281
+6% +$37.8K 0.05% 272
2025
Q3 		$621K Buy
4,566
+1,381
+43% +$177K 0.05% 263
2025
Q2 		$382K Buy
3,185
+30
+1% +$3.36K 0.03% 309
2025
Q1 		$328K Buy
3,155
+88
+3% +$10.8K 0.03% 302
2024
Q4 		$361K Buy
3,067
+172
+6% +$21.9K 0.04% 304
2024
Q3 		$374K Sell
2,895
-363
-11% -$49K 0.04% 283
2024
Q2 		$433K Buy
3,258
+499
+18% +$73.9K 0.06% 230
2024
Q1 		$451K Buy
2,759
+56
+2% +$8.07K 0.07% 222
2023
Q4 		$360K Buy
2,703
+243
+10% +$29K 0.08% 215
2023
Q3 		$296K Buy
2,460
+252
+11% +$28.3K 0.1% 198
2023
Q2 		$211K Buy
+2,208
New +$215K 0.08% 254

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

Fidelis Capital Partners's PSX Position: Q1 2026 in Review

Fidelis Capital Partners increased its Phillips 66 (PSX) stake by 19% in Q1 2026, buying an estimated $147K and bringing the position to 5,786 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #202.

Fidelis Capital Partners first reported a position in PSX in Q2 2023 and has held it in 12 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Fidelis Capital Partners held 5,786 shares of Phillips 66 worth $1.05M as of Q1 2026.
  • Fidelis Capital Partners bought 939 Phillips 66 shares in Q1 2026, an estimated $147K.
  • Phillips 66 made up 0.08% of Fidelis Capital Partners's portfolio in Q1 2026, its #202 holding.
  • Fidelis Capital Partners first reported a position in Phillips 66 in Q2 2023 and has held it in 12 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.