Marshall Wace’s Phillips 66 PSX Stock Holding History

Marshall Wace’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	–	Sell	-100	Closed	-$12.9K	–	3588
2025 Q4	$12.9K	Buy	+100	New	+$13.5K	﹤0.01%	2846

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace's PSX Position: Q2 2026 in Review

Marshall Wace increased its Phillips 66 (PSX) stake by 41% in Q2 2026, buying an estimated $54.2M and bringing the position to 1,086,732 shares worth $184M. The position accounts for 0.15% of the portfolio, ranked #103.

Marshall Wace first reported a position in PSX in Q2 2014 and has held it in 37 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Marshall Wace held 1,086,732 shares of Phillips 66 worth $184M as of Q2 2026.
Marshall Wace bought 314,719 Phillips 66 shares in Q2 2026, an estimated $54.2M.
Phillips 66 made up 0.15% of Marshall Wace's portfolio in Q2 2026, its #103 holding.
Marshall Wace first reported a position in Phillips 66 in Q2 2014 and has held it in 37 quarters since.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.