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Herold Advisors’s Phillips 66 PSX Stock Holding History

Herold 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 		$2.94M Sell
16,121
-104
-0.6% -$16.3K 0.65% 45
2025
Q4 		$2.09M Sell
16,225
-278
-2% -$37.4K 0.47% 61
2025
Q3 		$2.24M Buy
16,503
+1,031
+7% +$132K 0.52% 53
2025
Q2 		$1.85M Sell
15,472
-4,451
-22% -$499K 0.39% 72
2025
Q1 		$2.46M Sell
19,923
-4,598
-19% -$567K 0.54% 51
2024
Q4 		$2.79M Sell
24,521
-1,014
-4% -$129K 0.61% 46
2024
Q3 		$3.36M Buy
25,535
+444
+2% +$60K 0.73% 32
2024
Q2 		$3.54M Buy
25,091
+736
+3% +$109K 0.82% 29
2024
Q1 		$3.98M Sell
24,355
-1,673
-6% -$241K 0.96% 20
2023
Q4 		$3.47M Sell
26,028
-369
-1% -$44.1K 0.96% 25
2023
Q3 		$3.17M Buy
26,397
+2,468
+10% +$277K 0.96% 23
2023
Q2 		$2.28M Buy
23,929
+2,156
+10% +$210K 0.7% 37
2023
Q1 		$2.21M Buy
21,773
+774
+4% +$78.7K 0.76% 31
2022
Q4 		$2.19M Buy
20,999
+152
+0.7% +$15.5K 0.93% 28
2022
Q3 		$1.68M Buy
+20,847
New +$1.78M 0.81% 40
2022
Q2 		– Sell
-800
Closed -$69.1K – 551
2022
Q1 		$69.1K Buy
+800
New +$67.3K 0.02% 327
2021
Q4 		– Sell
-800
Closed -$56K – 536
2021
Q3 		$56K Buy
+800
New +$57.9K 0.02% 360

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

Herold Advisors's PSX Position: Q1 2026 in Review

Herold Advisors reduced its Phillips 66 (PSX) stake by 0.64% in Q1 2026, selling an estimated $16.3K and leaving 16,121 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #45.

Herold Advisors first reported a position in PSX in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.98M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Herold Advisors held 16,121 shares of Phillips 66 worth $2.94M as of Q1 2026.
  • Herold Advisors sold 104 Phillips 66 shares in Q1 2026, an estimated $16.3K.
  • Phillips 66 made up 0.65% of Herold Advisors's portfolio in Q1 2026, its #45 holding.
  • Herold Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's Phillips 66 position peaked at $3.98M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.