Marshall Wace
PSX icon

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
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

Marshall Wace's PSX Position: Q1 2026 in Review

Marshall Wace increased its Phillips 66 (PSX) stake by 2,221% in Q1 2026, buying an estimated $116M and bringing the position to 772,013 shares worth $141M. The position accounts for 0.14% of the portfolio, ranked #109.

Marshall Wace first reported a position in PSX in Q2 2014 and has held it in 36 quarters since. The position peaked at $163M in Q2 2022. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Marshall Wace held 772,013 shares of Phillips 66 worth $141M as of Q1 2026.
  • Marshall Wace bought 738,745 Phillips 66 shares in Q1 2026, an estimated $116M.
  • Phillips 66 made up 0.14% of Marshall Wace's portfolio in Q1 2026, its #109 holding.
  • Marshall Wace first reported a position in Phillips 66 in Q2 2014 and has held it in 36 quarters since.
  • Marshall Wace's Phillips 66 position peaked at $163M in Q2 2022.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.