Kimelman & Baird’s Phillips 66 PSX Stock Holding History

Kimelman & Baird’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	$114K	Hold	625	–	–	0.01%	141
2025 Q4	$80.7K	Hold	625	–	–	0.01%	154
2025 Q3	$85K	Hold	625	–	–	0.01%	153
2025 Q2	$74.6K	Hold	625	–	–	0.01%	164
2025 Q1	$77.2K	Hold	625	–	–	0.01%	160
2024 Q4	$71.2K	Hold	625	–	–	0.01%	166
2024 Q3	$82.2K	Hold	625	–	–	0.01%	165
2024 Q2	$88.2K	Buy	+625	New	+$92.5K	0.01%	159
2015 Q2	–	Sell	-5,040	Closed	-$396K	–	120
2015 Q1	$396K	Hold	5,040	–	–	0.07%	87
2014 Q4	$361K	Buy	5,040 +50	+1%	+$3.69K	0.07%	92
2014 Q3	$406K	Buy	4,990 +70	+1%	+$5.83K	0.08%	85
2014 Q2	$396K	Hold	4,920	–	–	0.07%	86
2014 Q1	$379K	Sell	4,920 -170	-3%	-$12.9K	0.07%	85
2013 Q4	$393K	Sell	5,090 -60	-1%	-$4K	0.08%	82
2013 Q3	$298K	Hold	5,150	–	–	0.06%	90
2013 Q2	$303K	Buy	+5,150	New	+$324K	0.06%	87

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kimelman & Baird's PSX Position: Q1 2026 in Review

Kimelman & Baird held its Phillips 66 (PSX) position steady in Q1 2026 at 625 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #141.

Kimelman & Baird first reported a position in PSX in Q2 2013 and has held it in 16 quarters since. The position peaked at $406K in Q3 2014. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Kimelman & Baird held 625 shares of Phillips 66 worth $114K as of Q1 2026.
Kimelman & Baird left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.01% of Kimelman & Baird's portfolio in Q1 2026, its #141 holding.
Kimelman & Baird first reported a position in Phillips 66 in Q2 2013 and has held it in 16 quarters since.
Kimelman & Baird's Phillips 66 position peaked at $406K in Q3 2014.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.