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Guggenheim Capital’s Phillips 66 PSX Stock Holding History

Guggenheim Capital’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
2014
Q1 		– Sell
-80,000
Closed -$6.17M – 3345
2013
Q4 		$6.17M Buy
+80,000
New +$5.34M 0.02% 996

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

Guggenheim Capital's PSX Position: Q1 2026 in Review

Guggenheim Capital increased its Phillips 66 (PSX) stake by 18% in Q1 2026, buying an estimated $1.79M and bringing the position to 75,551 shares worth $13.8M. The position accounts for 0.11% of the portfolio, ranked #208.

Guggenheim Capital first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $92.4M in Q2 2014. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Guggenheim Capital held 75,551 shares of Phillips 66 worth $13.8M as of Q1 2026.
  • Guggenheim Capital bought 11,454 Phillips 66 shares in Q1 2026, an estimated $1.79M.
  • Phillips 66 made up 0.11% of Guggenheim Capital's portfolio in Q1 2026, its #208 holding.
  • Guggenheim Capital first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Phillips 66 position peaked at $92.4M in Q2 2014.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.