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Morse Asset Management’s Phillips 66 PSX Stock Holding History

Morse Asset Management’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 		$59.2K Sell
325
-75
-19% -$11.8K 0.01% 216
2025
Q4 		$51.6K Sell
400
-1,545
-79% -$208K 0.01% 220
2025
Q3 		$265K Buy
1,945
+1,853
+2,014% +$237K 0.05% 141
2025
Q2 		$11K Hold
92
– – ﹤0.01% 258
2025
Q1 		$11.4K Buy
+92
New +$11.3K ﹤0.01% 240
2024
Q4 		– Sell
-3,750
Closed -$493K – 370
2024
Q3 		$493K Buy
+3,750
New +$506K 0.11% 129

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

Morse Asset Management's PSX Position: Q1 2026 in Review

Morse Asset Management reduced its Phillips 66 (PSX) stake by 19% in Q1 2026, selling an estimated $11.8K and leaving 325 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #216.

Morse Asset Management first reported a position in PSX in Q3 2024 and has held it in 6 quarters since. The position peaked at $493K in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Morse Asset Management held 325 shares of Phillips 66 worth $59.2K as of Q1 2026.
  • Morse Asset Management sold 75 Phillips 66 shares in Q1 2026, an estimated $11.8K.
  • Phillips 66 made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #216 holding.
  • Morse Asset Management first reported a position in Phillips 66 in Q3 2024 and has held it in 6 quarters since.
  • Morse Asset Management's Phillips 66 position peaked at $493K in Q3 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.