First National Bank of Omaha’s Phillips 66 PSX Stock Holding History

First National Bank of Omaha’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	$4.16M	Sell	22,752 -786	-3%	-$123K	0.13%	175
2025 Q4	$3.04M	Buy	23,538 +6,208	+36%	+$836K	0.09%	215
2025 Q3	$2.36M	Buy	17,330 +4,944	+40%	+$633K	0.15%	169
2025 Q2	$1.48M	Sell	12,386 -737	-6%	-$82.6K	0.1%	206
2025 Q1	$1.62M	Sell	13,123 -437	-3%	-$53.9K	0.11%	198
2024 Q4	$1.54M	Sell	13,560 -1,206	-8%	-$153K	0.1%	203
2024 Q3	$1.94M	Sell	14,766 -8,108	-35%	-$1.09M	0.12%	190
2024 Q2	$3.23M	Buy	22,874 +9,751	+74%	+$1.44M	0.21%	131
2024 Q1	$1.62M	Sell	13,123 -25,955	-66%	-$3.74M	0.11%	198
2023 Q4	$5.2M	Sell	39,078 -4,152	-10%	-$496K	0.33%	101
2023 Q3	$5.19M	Sell	43,230 -5,755	-12%	-$646K	0.34%	99
2023 Q2	$4.67M	Sell	48,985 -1,925	-4%	-$187K	0.27%	118
2023 Q1	$5.16M	Buy	50,910 +13,089	+35%	+$1.33M	0.31%	109
2022 Q4	$3.94M	Sell	37,821 -2,241	-6%	-$229K	0.24%	132
2022 Q3	$3.23M	Sell	40,062 -1,514	-4%	-$129K	0.21%	142
2022 Q2	$3.41M	Sell	41,576 -981	-2%	-$90.8K	0.21%	140
2022 Q1	$3.68M	Sell	42,557 -1,766	-4%	-$149K	0.19%	145
2021 Q4	$3.21M	Buy	44,323 +9,761	+28%	+$738K	0.15%	155
2021 Q3	$2.42M	Sell	34,562 -1,316	-4%	-$95.3K	0.12%	164
2021 Q2	$2.92M	Hold	35,878	–	–	0.15%	156
2021 Q1	$2.92M	Buy	35,878 +1,242	+4%	+$97.5K	0.15%	156
2020 Q4	$2.42M	Sell	34,636 -671	-2%	-$39.4K	0.13%	162
2020 Q3	$1.83M	Sell	35,307 -193	-0.5%	-$11.8K	0.11%	163
2020 Q2	$2.55M	Buy	35,500 +485	+1%	+$34.3K	0.17%	140
2020 Q1	$1.88M	Sell	35,015 -41	-0.1%	-$3.34K	0.15%	150
2019 Q4	$3.91M	Sell	35,056 -1,156	-3%	-$130K	0.24%	135
2019 Q3	$3.71M	Sell	36,212 -327	-0.9%	-$32.8K	0.24%	135
2019 Q2	$3.42M	Sell	36,539 -453	-1%	-$40.6K	0.22%	138
2019 Q1	$3.52M	Buy	36,992 +89	+0.2%	+$8.46K	0.24%	135
2018 Q4	$3.18M	Sell	36,903 -5,711	-13%	-$558K	0.24%	136
2018 Q3	$4.8M	Sell	42,614 -774	-2%	-$89.5K	0.27%	121
2018 Q2	$4.87M	Buy	43,388 +446	+1%	+$50.1K	0.29%	117
2018 Q1	$4.12M	Sell	42,942 -54	-0.1%	-$5.26K	0.25%	132
2017 Q4	$4.35M	Sell	42,996 -983	-2%	-$93.5K	0.25%	128
2017 Q3	$4.03M	Buy	43,979 +118	+0.3%	+$9.99K	0.25%	130
2017 Q2	$3.63M	Buy	43,861 +241	+0.6%	+$18.9K	0.23%	138
2017 Q1	$3.46M	Sell	43,620 -3,290	-7%	-$265K	0.21%	145
2016 Q4	$4.05M	Sell	46,910 -791	-2%	-$65.8K	0.25%	122
2016 Q3	$3.84M	Sell	47,701 -1,042	-2%	-$81K	0.28%	119
2016 Q2	$3.87M	Buy	48,743 +843	+2%	+$68.8K	0.29%	122
2016 Q1	$4.15M	Buy	47,900 +420	+0.9%	+$34.1K	0.31%	114
2015 Q4	$3.88K	Buy	+47,480	New	+$4.1M	0.28%	119

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First National Bank of Omaha's PSX Position: Q1 2026 in Review

First National Bank of Omaha reduced its Phillips 66 (PSX) stake by 3.3% in Q1 2026, selling an estimated $123K and leaving 22,752 shares worth $4.16M. The position accounts for 0.13% of the portfolio, ranked #175.

First National Bank of Omaha first reported a position in PSX in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.2M in Q4 2023. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

First National Bank of Omaha held 22,752 shares of Phillips 66 worth $4.16M as of Q1 2026.
First National Bank of Omaha sold 786 Phillips 66 shares in Q1 2026, an estimated $123K.
Phillips 66 made up 0.13% of First National Bank of Omaha's portfolio in Q1 2026, its #175 holding.
First National Bank of Omaha first reported a position in Phillips 66 in Q4 2015 and has held it in 42 quarters since.
First National Bank of Omaha's Phillips 66 position peaked at $5.2M in Q4 2023.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.