IEQ Capital
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IEQ Capital’s Phillips 66 PSX Stock Holding History

IEQ 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
2026
Q3 		$73M Buy
286,064
+23,495
+9% +$5.37M 0.31% 53
2026
Q2 		$44.4M Sell
262,569
-15,039
-5% -$2.59M 0.2% 85
2026
Q1 		$50.6M Buy
277,608
+13,348
+5% +$2.09M 0.23% 78
2025
Q4 		$34.1M Buy
264,260
+77,273
+41% +$10.4M 0.1% 122
2025
Q3 		$25.4M Buy
186,987
+130,738
+232% +$16.7M 0.08% 133
2025
Q2 		$6.71M Buy
56,249
+13,311
+31% +$1.49M 0.04% 342
2025
Q1 		$5.3M Buy
42,938
+18,939
+79% +$2.33M 0.04% 328
2024
Q4 		$2.73M Buy
23,999
+9,124
+61% +$1.16M 0.03% 423
2024
Q3 		$1.96M Sell
14,875
-262
-2% -$35.4K 0.02% 380
2024
Q2 		$2.14M Buy
15,137
+1,215
+9% +$180K 0.03% 324
2024
Q1 		$2.27M Buy
13,922
+1,261
+10% +$182K 0.03% 300
2023
Q4 		$1.69M Buy
12,661
+2,124
+20% +$254K 0.03% 320
2023
Q3 		$1.27M Buy
10,537
+530
+5% +$59.5K 0.03% 346
2023
Q2 		$954K Sell
10,007
-292
-3% -$28.4K 0.02% 403
2023
Q1 		$1.04M Sell
10,299
-683
-6% -$69.4K 0.02% 378
2022
Q4 		$1.14M Buy
10,982
+1,615
+17% +$165K 0.03% 338
2022
Q3 		$756K Buy
9,367
+1,438
+18% +$123K 0.02% 435
2022
Q2 		$650K Buy
7,929
+963
+14% +$89.1K 0.02% 412
2022
Q1 		$602K Buy
6,966
+889
+15% +$74.8K 0.01% 451
2021
Q4 		$440K Sell
6,077
-760
-11% -$57.4K 0.01% 501
2021
Q3 		$478K Buy
6,837
+3,637
+114% +$263K 0.01% 443
2021
Q2 		$275K Buy
+3,200
New +$270K 0.01% 487
2020
Q1 		– Sell
-3,833
Closed -$426K – 417
2019
Q4 		$426K Buy
+3,833
New +$431K 0.04% 241

Other funds holding PSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

IEQ Capital's PSX Position: Q3 2026 in Review

IEQ Capital increased its Phillips 66 (PSX) stake by 8.9% in Q3 2026, buying an estimated $5.37M and bringing the position to 286,064 shares worth $73M. The position accounts for 0.31% of the portfolio, ranked #53.

IEQ Capital first reported a position in PSX in Q4 2019 and has held it in 23 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • IEQ Capital held 286,064 shares of Phillips 66 worth $73M as of Q3 2026.
  • IEQ Capital bought 23,495 Phillips 66 shares in Q3 2026, an estimated $5.37M.
  • Phillips 66 made up 0.31% of IEQ Capital's portfolio in Q3 2026, its #53 holding.
  • IEQ Capital first reported a position in Phillips 66 in Q4 2019 and has held it in 23 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.