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Lowe Brockenbrough & Co’s Phillips 66 PSX Stock Holding History

Lowe Brockenbrough & Co’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 		$1.57M Sell
8,603
-52
-0.6% -$8.15K 0.08% 143
2025
Q4 		$1.12M Sell
8,655
-157
-2% -$21.1K 0.06% 172
2025
Q3 		$1.2M Sell
8,812
-85
-1% -$10.9K 0.06% 169
2025
Q2 		$1.06M Buy
8,897
+23
+0.3% +$2.58K 0.06% 175
2025
Q1 		$1.1M Sell
8,874
-31
-0.3% -$3.82K 0.07% 165
2024
Q4 		$1.01M Sell
8,905
-31
-0.3% -$3.94K 0.07% 174
2024
Q3 		$1.17M Buy
8,936
+62
+0.7% +$8.37K 0.08% 167
2024
Q2 		$1.25M Hold
8,874
– – 0.08% 155
2024
Q1 		$1.45M Hold
8,874
– – 0.1% 147
2023
Q4 		$1.18M Sell
8,874
-555
-6% -$66.3K 0.09% 161
2023
Q3 		$1.13M Hold
9,429
– – 0.09% 164
2023
Q2 		$899K Hold
9,429
– – 0.07% 184
2023
Q1 		$956K Sell
9,429
-3,500
-27% -$356K 0.08% 176
2022
Q4 		$1.35M Hold
12,929
– – 0.12% 154
2022
Q3 		$1.04M Hold
12,929
– – 0.1% 167
2022
Q2 		$1.06M Hold
12,929
– – 0.09% 168
2022
Q1 		$1.12M Sell
12,929
-150
-1% -$12.6K 0.08% 171
2021
Q4 		$948K Sell
13,079
-30
-0.2% -$2.27K 0.07% 180
2021
Q3 		$918K Hold
13,109
– – 0.07% 184
2021
Q2 		$1.13M Hold
13,109
– – 0.1% 148
2021
Q1 		$1.07M Hold
13,109
– – 0.1% 149
2020
Q4 		$917K Buy
13,109
+250
+2% +$14.7K 0.1% 150
2020
Q3 		$667K Sell
12,859
-23
-0.2% -$1.4K 0.08% 156
2020
Q2 		$926K Sell
12,882
-1,737
-12% -$123K 0.12% 140
2020
Q1 		$784K Sell
14,619
-150
-1% -$12.2K 0.13% 138
2019
Q4 		$1.65M Sell
14,769
-311
-2% -$34.9K 0.2% 117
2019
Q3 		$1.54M Buy
15,080
+1,269
+9% +$127K 0.21% 117
2019
Q2 		$1.29M Hold
13,811
– – 0.18% 127
2019
Q1 		$1.31M Buy
13,811
+7,264
+111% +$690K 0.18% 120
2018
Q4 		$564K Buy
6,547
+1,585
+32% +$155K 0.09% 154
2018
Q3 		$559K Sell
4,962
-255
-5% -$29.5K 0.08% 161
2018
Q2 		$586K Hold
5,217
– – 0.09% 160
2018
Q1 		$500K Buy
5,217
+255
+5% +$24.8K 0.07% 160
2017
Q4 		$502K Hold
4,962
– – 0.07% 160
2017
Q3 		$455K Sell
4,962
-150
-3% -$12.7K 0.07% 159
2017
Q2 		$423K Hold
5,112
– – 0.07% 159
2017
Q1 		$405K Buy
5,112
+150
+3% +$12.1K 0.06% 159
2016
Q4 		$429K Hold
4,962
– – 0.07% 158
2016
Q3 		$400K Buy
4,962
+750
+18% +$58.3K 0.07% 155
2016
Q2 		$334K Hold
4,212
– – 0.06% 160
2016
Q1 		$365K Hold
4,212
– – 0.06% 163
2015
Q4 		$345K Hold
4,212
– – 0.06% 162
2015
Q3 		$324K Hold
4,212
– – 0.06% 168
2015
Q2 		$339K Hold
4,212
– – 0.05% 169
2015
Q1 		$331K Hold
4,212
– – 0.05% 170
2014
Q4 		$302K Sell
4,212
-1,500
-26% -$111K 0.05% 175
2014
Q3 		$464K Hold
5,712
– – 0.07% 165
2014
Q2 		$459K Hold
5,712
– – 0.07% 160
2014
Q1 		$440K Hold
5,712
– – 0.07% 156
2013
Q4 		$441K Hold
5,712
– – 0.07% 148
2013
Q3 		$330K Buy
5,712
+300
+6% +$17.4K 0.06% 155
2013
Q2 		$319K Buy
+5,412
New +$340K 0.06% 154

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

Lowe Brockenbrough & Co's PSX Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Phillips 66 (PSX) stake by 0.6% in Q1 2026, selling an estimated $8.15K and leaving 8,603 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #143.

Lowe Brockenbrough & Co first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Lowe Brockenbrough & Co held 8,603 shares of Phillips 66 worth $1.57M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 52 Phillips 66 shares in Q1 2026, an estimated $8.15K.
  • Phillips 66 made up 0.08% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #143 holding.
  • Lowe Brockenbrough & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's Phillips 66 position peaked at $1.65M in Q4 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.