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First Nebraska Trust’s Phillips 66 PSX Stock Holding History

First Nebraska Trust’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 		$3.61M Sell
19,793
-60
-0.3% -$9.4K 0.33% 61
2025
Q4 		$2.56M Sell
19,853
-565
-3% -$76K 0.23% 71
2025
Q3 		$2.78M Sell
20,418
-75
-0.4% -$9.61K 0.25% 70
2025
Q2 		$2.44M Sell
20,493
-100
-0.5% -$11.2K 0.23% 72
2025
Q1 		$2.54M Sell
20,593
-155
-0.7% -$19.1K 0.25% 72
2024
Q4 		$2.36M Buy
20,748
+356
+2% +$45.3K 0.23% 73
2024
Q3 		$2.68M Sell
20,392
-345
-2% -$46.6K 0.26% 68
2024
Q2 		$2.93M Sell
20,737
-112
-0.5% -$16.6K 0.3% 63
2024
Q1 		$3.41M Buy
20,849
+104
+0.5% +$15K 0.35% 60
2023
Q4 		$2.76M Sell
20,745
-125
-0.6% -$14.9K 0.32% 66
2023
Q3 		$2.51M Sell
20,870
-255
-1% -$28.6K 0.31% 67
2023
Q2 		$2.01M Buy
21,125
+438
+2% +$42.6K 0.24% 71
2023
Q1 		$2.1M Buy
20,687
+120
+0.6% +$12.2K 0.26% 69
2022
Q4 		$2.14M Sell
20,567
-99
-0.5% -$10.1K 0.28% 67
2022
Q3 		$1.67M Buy
20,666
+75
+0.4% +$6.39K 0.24% 72
2022
Q2 		$1.69M Sell
20,591
-50
-0.2% -$4.63K 0.22% 73
2022
Q1 		$1.78M Sell
20,641
-100
-0.5% -$8.41K 0.21% 74
2021
Q4 		$1.5M Sell
20,741
-4,325
-17% -$327K 0.18% 76
2021
Q3 		$1.76M Buy
25,066
+3,582
+17% +$259K 0.23% 68
2021
Q2 		$1.84M Sell
21,484
-152
-0.7% -$12.8K 0.24% 68
2021
Q1 		$1.76M Buy
21,636
+41
+0.2% +$3.22K 0.24% 66
2020
Q4 		$1.51M Buy
21,595
+2,855
+15% +$168K 0.22% 67
2020
Q3 		$971K Buy
18,740
+350
+2% +$21.4K 0.17% 77
2020
Q2 		$1.32M Buy
18,390
+9,414
+105% +$667K 0.24% 68
2020
Q1 		$482K Sell
8,976
-75
-0.8% -$6.1K 0.11% 94
2019
Q4 		$1.01M Hold
9,051
– – 0.16% 72
2019
Q3 		$927K Buy
9,051
+750
+9% +$75.2K 0.15% 71
2019
Q2 		$776K Buy
+8,301
New +$745K 0.14% 76
2014
Q1 		– Sell
-17,451
Closed -$1.35M – 91
2013
Q4 		$1.35M Sell
17,451
-151
-0.9% -$10.1K 0.42% 50
2013
Q3 		$1.02M Buy
+17,602
New +$1.02M 0.35% 54

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

First Nebraska Trust's PSX Position: Q1 2026 in Review

First Nebraska Trust reduced its Phillips 66 (PSX) stake by 0.3% in Q1 2026, selling an estimated $9.4K and leaving 19,793 shares worth $3.61M. The position accounts for 0.33% of the portfolio, ranked #61.

First Nebraska Trust first reported a position in PSX in Q3 2013 and has held it in 30 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • First Nebraska Trust held 19,793 shares of Phillips 66 worth $3.61M as of Q1 2026.
  • First Nebraska Trust sold 60 Phillips 66 shares in Q1 2026, an estimated $9.4K.
  • Phillips 66 made up 0.33% of First Nebraska Trust's portfolio in Q1 2026, its #61 holding.
  • First Nebraska Trust first reported a position in Phillips 66 in Q3 2013 and has held it in 30 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.