Klingman & Associates’s Phillips 66 PSX Stock Holding History

Klingman & Associates’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	$428K	Buy	2,352 +33	+1%	+$5.17K	0.02%	209
2025 Q4	$299K	Sell	2,319 -4,787	-67%	-$644K	0.01%	255
2025 Q3	$967K	Buy	+7,106	New	+$910K	0.05%	124
2016 Q4	–	Sell	-600	Closed	-$48K	–	263
2016 Q3	$48K	Buy	600 +400	+200%	+$31.1K	0.01%	188
2016 Q2	$16K	Hold	200	–	–	0.01%	276
2016 Q1	$17K	Hold	200	–	–	0.01%	269
2015 Q4	$16K	Hold	200	–	–	0.01%	282
2015 Q3	$15K	Hold	200	–	–	0.01%	286
2015 Q2	$16K	Sell	200 -56	-22%	-$4.45K	0.01%	272
2015 Q1	$20K	Buy	256 +1	+0.4%	+$73	0.01%	241
2014 Q4	$18K	Buy	+255	New	+$18.8K	0.01%	248

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

Klingman & Associates's PSX Position: Q1 2026 in Review

Klingman & Associates increased its Phillips 66 (PSX) stake by 1.4% in Q1 2026, buying an estimated $5.17K and bringing the position to 2,352 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #209.

Klingman & Associates first reported a position in PSX in Q4 2014 and has held it in 11 quarters since. The position peaked at $967K in Q3 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Klingman & Associates held 2,352 shares of Phillips 66 worth $428K as of Q1 2026.
Klingman & Associates bought 33 Phillips 66 shares in Q1 2026, an estimated $5.17K.
Phillips 66 made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #209 holding.
Klingman & Associates first reported a position in Phillips 66 in Q4 2014 and has held it in 11 quarters since.
Klingman & Associates's Phillips 66 position peaked at $967K in Q3 2025.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.