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MQS Management’s Phillips 66 PSX Stock Holding History

MQS 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 		– Sell
-1,736
Closed -$224K – 552
2025
Q4 		$224K Sell
1,736
-261
-13% -$35.1K 0.13% 331
2025
Q3 		$272K Sell
1,997
-2,201
-52% -$282K 0.16% 287
2025
Q2 		$501K Buy
+4,198
New +$470K 0.28% 119
2024
Q4 		– Sell
-2,975
Closed -$391K – 316
2024
Q3 		$391K Buy
2,975
+612
+26% +$82.6K 0.22% 200
2024
Q2 		$334K Buy
+2,363
New +$350K 0.2% 219
2023
Q3 		– Sell
-3,492
Closed -$333K – 583
2023
Q2 		$333K Buy
3,492
+573
+20% +$55.7K 0.23% 187
2023
Q1 		$296K Buy
+2,919
New +$297K 0.19% 240
2022
Q4 		– Sell
-3,310
Closed -$267K – 548
2022
Q3 		$267K Sell
3,310
-3,216
-49% -$274K 0.17% 263
2022
Q2 		$535K Buy
6,526
+3,082
+89% +$285K 0.37% 80
2022
Q1 		$298K Buy
3,444
+267
+8% +$22.5K 0.24% 194
2021
Q4 		$230K Buy
+3,177
New +$240K 0.37% 140

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

MQS Management's PSX Position: Q1 2026 in Review

MQS Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,736 shares — an estimated $224K sold.

MQS Management first reported a position in PSX in Q4 2021 and held it in 11 quarters. The position peaked at $535K in Q2 2022. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • MQS Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 1,736 Phillips 66 shares in Q1 2026, an estimated $224K.
  • MQS Management first reported a position in Phillips 66 in Q4 2021 and held it in 11 quarters.
  • MQS Management's Phillips 66 position peaked at $535K in Q2 2022.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.