Godshalk Welsh Capital Management’s Phillips 66 PSX Stock Holding History

Godshalk Welsh Capital Management’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	$1.29M	Sell	7,100 -25	-0.4%	-$3.92K	0.75%	45
2025 Q4	$919K	Hold	7,125	–	–	0.53%	63
2025 Q3	$969K	Hold	7,125	–	–	0.56%	61
2025 Q2	$850K	Hold	7,125	–	–	0.52%	62
2025 Q1	$880K	Buy	7,125 +50	+0.7%	+$6.16K	0.58%	59
2024 Q4	$806K	Sell	7,075 -50	-0.7%	-$6.36K	0.52%	61
2024 Q3	$937K	Sell	7,125 -500	-7%	-$67.5K	0.59%	57
2024 Q2	$1.08M	Sell	7,625 -150	-2%	-$22.2K	0.72%	45
2024 Q1	$1.27M	Buy	7,775 +350	+5%	+$50.4K	0.85%	38
2023 Q4	$989K	Buy	7,425 +500	+7%	+$59.8K	0.71%	47
2023 Q3	$832K	Hold	6,925	–	–	0.63%	56
2023 Q2	$661K	Hold	6,925	–	–	0.45%	70
2023 Q1	$702K	Hold	6,925	–	–	0.5%	69
2022 Q4	$721K	Hold	6,925	–	–	0.53%	68
2022 Q3	$559K	Sell	6,925 -100	-1%	-$8.52K	0.41%	73
2022 Q2	$576K	Hold	7,025	–	–	0.41%	73
2022 Q1	$607K	Hold	7,025	–	–	0.37%	76
2021 Q4	$509K	Sell	7,025 -25	-0.4%	-$1.89K	0.29%	86
2021 Q3	$494K	Hold	7,050	–	–	0.31%	83
2021 Q2	$510K	Sell	7,050 -50	-0.7%	-$4.22K	0.32%	83
2021 Q1	$579K	Sell	7,100 -100	-1%	-$7.85K	0.4%	74
2020 Q4	$504K	Hold	7,200	–	–	0.37%	76
2020 Q3	$373K	Buy	7,200 +525	+8%	+$32K	0.31%	83
2020 Q2	$480K	Buy	6,675 +50	+0.8%	+$3.54K	0.45%	73
2020 Q1	$355K	Buy	6,625 +150	+2%	+$12.2K	0.39%	75
2019 Q4	$721K	Hold	6,475	–	–	0.59%	63
2019 Q3	$663K	Hold	6,475	–	–	0.59%	63
2019 Q2	$606K	Hold	6,475	–	–	0.56%	65
2019 Q1	$616K	Buy	6,475 +500	+8%	+$47.5K	0.59%	64
2018 Q4	$515K	Hold	5,975	–	–	0.58%	65
2018 Q3	$674K	Sell	5,975 -500	-8%	-$57.8K	0.66%	58
2018 Q2	$727K	Sell	6,475 -150	-2%	-$16.9K	0.76%	52
2018 Q1	$635K	Sell	6,625 -50	-0.7%	-$4.87K	0.68%	60
2017 Q4	$675K	Hold	6,675	–	–	0.68%	59
2017 Q3	$611K	Hold	6,675	–	–	0.61%	64
2017 Q2	$552K	Sell	6,675 -50	-0.7%	-$3.92K	0.55%	70
2017 Q1	$533K	Hold	6,725	–	–	0.52%	71
2016 Q4	$581K	Sell	6,725 -400	-6%	-$33.3K	0.59%	67
2016 Q3	$574K	Hold	7,125	–	–	0.59%	65
2016 Q2	$565K	Sell	7,125 -200	-3%	-$16.3K	0.6%	66
2016 Q1	$634K	Buy	7,325 +50	+0.7%	+$4.06K	0.66%	59
2015 Q4	$595K	Sell	7,275 -50	-0.7%	-$4.32K	0.62%	63
2015 Q3	$563K	Buy	7,325 +50	+0.7%	+$3.97K	0.62%	66
2015 Q2	$586K	Sell	7,275 -650	-8%	-$51.7K	0.6%	67
2015 Q1	$623K	Sell	7,925 -100	-1%	-$7.34K	0.64%	64
2014 Q4	$575K	Buy	+8,025	New	+$592K	0.52%	69

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

Godshalk Welsh Capital Management's PSX Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Phillips 66 (PSX) stake by 0.35% in Q1 2026, selling an estimated $3.92K and leaving 7,100 shares worth $1.29M. The position accounts for 0.75% of the portfolio, ranked #45.

Godshalk Welsh Capital Management first reported a position in PSX in Q4 2014 and has held it in 46 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Godshalk Welsh Capital Management held 7,100 shares of Phillips 66 worth $1.29M as of Q1 2026.
Godshalk Welsh Capital Management sold 25 Phillips 66 shares in Q1 2026, an estimated $3.92K.
Phillips 66 made up 0.75% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #45 holding.
Godshalk Welsh Capital Management first reported a position in Phillips 66 in Q4 2014 and has held it in 46 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.