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Franklin Street Advisors’s Phillips 66 PSX Stock Holding History

Franklin Street Advisors’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 		– Sell
-1,591
Closed -$205K – 175
2025
Q4 		$205K Buy
+1,591
New +$214K 0.01% 165
2020
Q1 		– Sell
-3,051
Closed -$340K – 151
2019
Q4 		$340K Sell
3,051
-275
-8% -$30.9K 0.04% 118
2019
Q3 		$341K Hold
3,326
– – 0.04% 119
2019
Q2 		$311K Sell
3,326
-36
-1% -$3.23K 0.04% 123
2019
Q1 		$320K Sell
3,362
-15
-0.4% -$1.43K 0.04% 120
2018
Q4 		$291K Hold
3,377
– – 0.05% 118
2018
Q3 		$381K Sell
3,377
-375
-10% -$43.3K 0.05% 115
2018
Q2 		$421K Hold
3,752
– – 0.06% 109
2018
Q1 		$360K Sell
3,752
-509
-12% -$49.5K 0.05% 119
2017
Q4 		$431K Buy
4,261
+295
+7% +$28K 0.06% 114
2017
Q3 		$363K Sell
3,966
-56
-1% -$4.74K 0.06% 111
2017
Q2 		$333K Buy
4,022
+41
+1% +$3.22K 0.06% 115
2017
Q1 		$315K Buy
3,981
+385
+11% +$31K 0.06% 132
2016
Q4 		$311K Buy
3,596
+75
+2% +$6.24K 0.05% 144
2016
Q3 		$284K Hold
3,521
– – 0.05% 156
2016
Q2 		$279K Hold
3,521
– – 0.05% 160
2016
Q1 		$305K Sell
3,521
-300
-8% -$24.4K 0.06% 177
2015
Q4 		$313K Sell
3,821
-546
-13% -$47.1K 0.06% 170
2015
Q3 		$336K Sell
4,367
-200
-4% -$15.9K 0.07% 173
2015
Q2 		$368K Buy
4,567
+796
+21% +$63.3K 0.07% 161
2015
Q1 		$296K Sell
3,771
-1,000
-21% -$73.4K 0.05% 177
2014
Q4 		$342K Sell
4,771
-200
-4% -$14.8K 0.07% 158
2014
Q3 		$404K Hold
4,971
– – 0.08% 171
2014
Q2 		$400K Hold
4,971
– – 0.08% 167
2014
Q1 		$383K Sell
4,971
-1,600
-24% -$122K 0.08% 174
2013
Q4 		$507K Hold
6,571
– – 0.1% 164
2013
Q3 		$380K Buy
6,571
+250
+4% +$14.5K 0.09% 178
2013
Q2 		$372K Buy
+6,321
New +$397K 0.09% 188

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

Franklin Street Advisors's PSX Position: Q1 2026 in Review

Franklin Street Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,591 shares — an estimated $205K sold.

Franklin Street Advisors first reported a position in PSX in Q2 2013 and held it in 28 quarters. The position peaked at $507K in Q4 2013. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Franklin Street Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Franklin Street Advisors sold 1,591 Phillips 66 shares in Q1 2026, an estimated $205K.
  • Franklin Street Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 28 quarters.
  • Franklin Street Advisors's Phillips 66 position peaked at $507K in Q4 2013.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Franklin Street Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.