Ken Fisher
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Ken Fisher’s Phillips 66 PSX Stock Holding History

Ken Fisher’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 		$1.87M Sell
10,286
-1,936
-16% -$303K ﹤0.01% 580
2025
Q4 		$1.58M Buy
12,222
+2,841
+30% +$382K ﹤0.01% 601
2025
Q3 		$1.28M Buy
9,381
+1,661
+22% +$213K ﹤0.01% 652
2025
Q2 		$921K Buy
7,720
+1,516
+24% +$170K ﹤0.01% 703
2025
Q1 		$766K Buy
6,204
+47
+0.8% +$5.79K ﹤0.01% 728
2024
Q4 		$702K Buy
6,157
+920
+18% +$117K ﹤0.01% 717
2024
Q3 		$688K Sell
5,237
-409
-7% -$55.2K ﹤0.01% 709
2024
Q2 		$797K Sell
5,646
-352
-6% -$52.1K ﹤0.01% 706
2024
Q1 		$980K Sell
5,998
-1,014
-14% -$146K ﹤0.01% 691
2023
Q4 		$934K Sell
7,012
-1,223
-15% -$146K ﹤0.01% 703
2023
Q3 		$990K Buy
8,235
+2,461
+43% +$276K ﹤0.01% 745
2023
Q2 		$551K Buy
5,774
+854
+17% +$83K ﹤0.01% 859
2023
Q1 		$499K Sell
4,920
-405
-8% -$41.2K ﹤0.01% 852
2022
Q4 		$554K Buy
5,325
+891
+20% +$91.1K ﹤0.01% 827
2022
Q3 		$358K Sell
4,434
-1,427
-24% -$122K ﹤0.01% 794
2022
Q2 		$481K Sell
5,861
-2,030
-26% -$188K ﹤0.01% 726
2022
Q1 		$682K Buy
7,891
+2,045
+35% +$172K ﹤0.01% 678
2021
Q4 		$424K Sell
5,846
-131
-2% -$9.9K ﹤0.01% 792
2021
Q3 		$419K Buy
5,977
+1,493
+33% +$108K ﹤0.01% 755
2021
Q2 		$385K Sell
4,484
-551
-11% -$46.5K ﹤0.01% 764
2021
Q1 		$411K Sell
5,035
-4,172
-45% -$327K ﹤0.01% 736
2020
Q4 		$644K Buy
9,207
+2,838
+45% +$167K ﹤0.01% 666
2020
Q3 		$330K Buy
6,369
+125
+2% +$7.63K ﹤0.01% 723
2020
Q2 		$449K Sell
6,244
-1,926
-24% -$136K ﹤0.01% 672
2020
Q1 		$438K Buy
8,170
+1,218
+18% +$99.1K ﹤0.01% 633
2019
Q4 		$775K Buy
6,952
+1,495
+27% +$168K ﹤0.01% 614
2019
Q3 		$559K Buy
5,457
+850
+18% +$85.2K ﹤0.01% 671
2019
Q2 		$431K Buy
4,607
+208
+5% +$18.7K ﹤0.01% 685
2019
Q1 		$419K Buy
4,399
+118
+3% +$11.2K ﹤0.01% 664
2018
Q4 		$369K Sell
4,281
-312
-7% -$30.5K ﹤0.01% 687
2018
Q3 		$518K Buy
4,593
+19
+0.4% +$2.2K ﹤0.01% 650
2018
Q2 		$514K Buy
4,574
+856
+23% +$96.2K ﹤0.01% 639
2018
Q1 		$357K Sell
3,718
-835
-18% -$81.3K ﹤0.01% 658
2017
Q4 		$461K Buy
4,553
+1,159
+34% +$110K ﹤0.01% 659
2017
Q3 		$311K Sell
3,394
-57
-2% -$4.83K ﹤0.01% 677
2017
Q2 		$285K Sell
3,451
-1,969
-36% -$155K ﹤0.01% 658
2017
Q1 		$429K Sell
5,420
-3,398
-39% -$274K ﹤0.01% 577
2016
Q4 		$762K Buy
8,818
+1,815
+26% +$151K ﹤0.01% 524
2016
Q3 		$564K Sell
7,003
-458
-6% -$35.6K ﹤0.01% 558
2016
Q2 		$561K Sell
7,461
-2,902
-28% -$237K ﹤0.01% 548
2016
Q1 		$879K Buy
10,363
+1,554
+18% +$126K ﹤0.01% 524
2015
Q4 		$721K Sell
8,809
-501
-5% -$43.2K ﹤0.01% 539
2015
Q3 		$715K Buy
9,310
+2,622
+39% +$208K ﹤0.01% 528
2015
Q2 		$539K Buy
6,688
+127
+2% +$10.1K ﹤0.01% 448
2015
Q1 		$516K Sell
6,561
-1,901
-22% -$140K ﹤0.01% 443
2014
Q4 		$607K Sell
8,462
-334
-4% -$24.6K ﹤0.01% 436
2014
Q3 		$715K Buy
8,796
+578
+7% +$48.1K ﹤0.01% 410
2014
Q2 		$661K Sell
8,218
-463
-5% -$38.1K ﹤0.01% 413
2014
Q1 		$669K Sell
8,681
-175
-2% -$13.3K ﹤0.01% 395
2013
Q4 		$683K Sell
8,856
-2,852
-24% -$190K ﹤0.01% 388
2013
Q3 		$677K Buy
11,708
+3,317
+40% +$192K ﹤0.01% 383
2013
Q2 		$494K Buy
+8,391
New +$527K ﹤0.01% 392

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

Ken Fisher's PSX Position: Q1 2026 in Review

Ken Fisher reduced its Phillips 66 (PSX) stake by 16% in Q1 2026, selling an estimated $303K and leaving 10,286 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Ken Fisher first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Ken Fisher held 10,286 shares of Phillips 66 worth $1.87M as of Q1 2026.
  • Ken Fisher sold 1,936 Phillips 66 shares in Q1 2026, an estimated $303K.
  • Phillips 66 made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #580 holding.
  • Ken Fisher first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.