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Grimes & Company’s Phillips 66 PSX Stock Holding History

Grimes & Company’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
Q2 		$1.45M Buy
8,551
+13
+0.2% +$2.24K 0.03% 221
2026
Q1 		$1.56M Buy
8,538
+148
+2% +$23.2K 0.04% 198
2025
Q4 		$1.08M Buy
8,390
+67
+0.8% +$9.02K 0.03% 241
2025
Q3 		$1.13M Sell
8,323
-17
-0.2% -$2.18K 0.03% 225
2025
Q2 		$995K Buy
8,340
+1,554
+23% +$174K 0.03% 214
2025
Q1 		$838K Buy
6,786
+5
+0.1% +$616 0.03% 200
2024
Q4 		$773K Sell
6,781
-5
-0.1% -$636 0.02% 213
2024
Q3 		$892K Buy
6,786
+38
+0.6% +$5.13K 0.02% 192
2024
Q2 		$953K Buy
6,748
+305
+5% +$45.1K 0.03% 180
2024
Q1 		$1.05M Buy
6,443
+4,561
+242% +$657K 0.03% 176
2023
Q4 		$251K Buy
+1,882
New +$225K 0.01% 275
2020
Q1 		– Sell
-2,504
Closed -$279K – 263
2019
Q4 		$279K Buy
2,504
+8
+0.3% +$899 0.02% 222
2019
Q3 		$256K Sell
2,496
-727
-23% -$72.9K 0.02% 216
2019
Q2 		$302K Hold
3,223
– – 0.02% 204
2019
Q1 		$307K Buy
3,223
+30
+0.9% +$2.85K 0.02% 197
2018
Q4 		$275K Buy
3,193
+1,204
+61% +$118K 0.03% 190
2018
Q3 		$225K Buy
+1,989
New +$230K 0.02% 222

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grimes & Company's PSX Position: Q2 2026 in Review

Grimes & Company increased its Phillips 66 (PSX) stake by 0.15% in Q2 2026, buying an estimated $2.24K and bringing the position to 8,551 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #221.

Grimes & Company first reported a position in PSX in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.56M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Grimes & Company held 8,551 shares of Phillips 66 worth $1.45M as of Q2 2026.
  • Grimes & Company bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
  • Phillips 66 made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #221 holding.
  • Grimes & Company first reported a position in Phillips 66 in Q3 2018 and has held it in 17 quarters since.
  • Grimes & Company's Phillips 66 position peaked at $1.56M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.