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Fiduciary Group’s Phillips 66 PSX Stock Holding History

Fiduciary 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 		$1.35M Hold
7,434
– – 0.12% 137
2025
Q4 		$959K Sell
7,434
-20
-0.3% -$2.69K 0.08% 165
2025
Q3 		$1.01M Hold
7,454
– – 0.09% 158
2025
Q2 		$889K Hold
7,454
– – 0.08% 164
2025
Q1 		$920K Hold
7,454
– – 0.09% 161
2024
Q4 		$849K Sell
7,454
-328
-4% -$41.7K 0.09% 159
2024
Q3 		$1.02M Sell
7,782
-177
-2% -$23.9K 0.1% 145
2024
Q2 		$1.12M Sell
7,959
-93
-1% -$13.8K 0.12% 133
2024
Q1 		$1.32M Sell
8,052
-8
-0.1% -$1.15K 0.14% 116
2023
Q4 		$1.07M Buy
8,060
+1
+0% +$120 0.13% 124
2023
Q3 		$968K Sell
8,059
-120
-1% -$13.5K 0.12% 121
2023
Q2 		$780K Sell
8,179
-49
-0.6% -$4.76K 0.1% 132
2023
Q1 		$834K Sell
8,228
-19
-0.2% -$1.93K 0.11% 127
2022
Q4 		$858K Buy
8,247
+194
+2% +$19.8K 0.11% 126
2022
Q3 		$856K Buy
8,053
+22
+0.3% +$1.88K 0.11% 124
2022
Q2 		$709K Buy
8,031
+218
+3% +$20.2K 0.09% 133
2022
Q1 		$713K Buy
7,813
+209
+3% +$17.6K 0.09% 124
2021
Q4 		$551K Hold
7,604
– – 0.06% 155
2021
Q3 		$625K Hold
7,604
– – 0.07% 142
2021
Q2 		$545K Hold
7,604
– – 0.06% 151
2021
Q1 		$615K Sell
7,604
-360
-5% -$28.2K 0.07% 140
2020
Q4 		$615K Sell
7,964
-1,286
-14% -$75.5K 0.08% 137
2020
Q3 		$480K Sell
9,250
-2,278
-20% -$139K 0.07% 140
2020
Q2 		$829K Buy
11,528
+95
+0.8% +$6.73K 0.14% 101
2020
Q1 		$613K Sell
11,433
-59,471
-84% -$4.84M 0.12% 107
2019
Q4 		$7.9M Buy
70,904
+784
+1% +$88.1K 1.26% 24
2019
Q3 		$7.18M Buy
70,120
+2,849
+4% +$286K 1.26% 25
2019
Q2 		$6.29M Buy
67,271
+1,782
+3% +$160K 1.13% 25
2019
Q1 		$6.23M Buy
65,489
+1,054
+2% +$100K 1.16% 24
2018
Q4 		$5.55M Buy
64,435
+4,843
+8% +$473K 1.15% 25
2018
Q3 		$6.72M Sell
59,592
-887
-1% -$103K 1.32% 21
2018
Q2 		$6.79M Sell
60,479
-1,656
-3% -$186K 1.44% 19
2018
Q1 		$5.96M Buy
62,135
+1,967
+3% +$191K 1.29% 25
2017
Q4 		$6.09M Buy
60,168
+351
+0.6% +$33.4K 1.3% 25
2017
Q3 		$5.48M Buy
59,817
+7,790
+15% +$660K 1.23% 28
2017
Q2 		$4.3M Buy
52,027
+7,074
+16% +$555K 0.99% 35
2017
Q1 		$3.56M Buy
44,953
+5,321
+13% +$429K 0.84% 41
2016
Q4 		$3.42M Buy
39,632
+1,619
+4% +$135K 0.89% 42
2016
Q3 		$3.06M Sell
38,013
-471
-1% -$36.6K 0.83% 42
2016
Q2 		$3.05M Buy
38,484
+2,012
+6% +$164K 0.85% 42
2016
Q1 		$3.16M Buy
36,472
+1,520
+4% +$124K 0.91% 39
2015
Q4 		$2.86M Buy
34,952
+15,008
+75% +$1.3M 0.85% 42
2015
Q3 		$1.53M Sell
19,944
-513
-3% -$40.8K 0.51% 62
2015
Q2 		$1.65M Buy
+20,457
New +$1.63M 0.52% 70

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

Fiduciary Group's PSX Position: Q1 2026 in Review

Fiduciary Group held its Phillips 66 (PSX) position steady in Q1 2026 at 7,434 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #137.

Fiduciary Group first reported a position in PSX in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.9M in Q4 2019. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Fiduciary Group held 7,434 shares of Phillips 66 worth $1.35M as of Q1 2026.
  • Fiduciary Group left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.12% of Fiduciary Group's portfolio in Q1 2026, its #137 holding.
  • Fiduciary Group first reported a position in Phillips 66 in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Phillips 66 position peaked at $7.9M in Q4 2019.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.