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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
Q2 		$80.3K Buy
475
+150
+46% +$25.8K 0.01% 211
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morse Asset Management's PSX Position: Q2 2026 in Review

Morse Asset Management increased its Phillips 66 (PSX) stake by 46% in Q2 2026, buying an estimated $25.8K and bringing the position to 475 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #211.

Morse Asset Management first reported a position in PSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $493K in Q3 2024. 2,101 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Morse Asset Management held 475 shares of Phillips 66 worth $80.3K as of Q2 2026.
  • Morse Asset Management bought 150 Phillips 66 shares in Q2 2026, an estimated $25.8K.
  • Phillips 66 made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #211 holding.
  • Morse Asset Management first reported a position in Phillips 66 in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's Phillips 66 position peaked at $493K in Q3 2024.
  • 2,101 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.