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NorthRock Partners’s Phillips 66 PSX Stock Holding History

NorthRock Partners’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 		$1.02M Sell
5,610
-123
-2% -$19.3K 0.02% 296
2025
Q4 		$740K Sell
5,733
-3,789
-40% -$510K 0.01% 313
2025
Q3 		$1.3M Buy
9,522
+2,768
+41% +$355K 0.02% 292
2025
Q2 		$806K Buy
6,754
+511
+8% +$57.2K 0.02% 294
2025
Q1 		$771K Buy
6,243
+689
+12% +$84.9K 0.03% 250
2024
Q4 		$633K Buy
5,554
+872
+19% +$111K 0.02% 294
2024
Q3 		$615K Buy
4,682
+131
+3% +$17.7K 0.02% 320
2024
Q2 		$642K Buy
4,551
+265
+6% +$39.2K 0.02% 284
2024
Q1 		$700K Buy
4,286
+439
+11% +$63.3K 0.03% 273
2023
Q4 		$512K Buy
3,847
+1,534
+66% +$183K 0.02% 320
2023
Q3 		$278K Buy
+2,313
New +$260K 0.03% 252
2023
Q2 		– Sell
-2,186
Closed -$222K – 340
2023
Q1 		$222K Sell
2,186
-471
-18% -$47.9K 0.02% 290
2022
Q4 		$277K Buy
+2,657
New +$272K 0.03% 258
2020
Q1 		– Sell
-1,813
Closed -$202K – 263
2019
Q4 		$202K Sell
1,813
-245
-12% -$27.5K 0.02% 253
2019
Q3 		$211K Buy
+2,058
New +$206K 0.03% 196

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

NorthRock Partners's PSX Position: Q1 2026 in Review

NorthRock Partners reduced its Phillips 66 (PSX) stake by 2.1% in Q1 2026, selling an estimated $19.3K and leaving 5,610 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #296.

NorthRock Partners first reported a position in PSX in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2025. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • NorthRock Partners held 5,610 shares of Phillips 66 worth $1.02M as of Q1 2026.
  • NorthRock Partners sold 123 Phillips 66 shares in Q1 2026, an estimated $19.3K.
  • Phillips 66 made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #296 holding.
  • NorthRock Partners first reported a position in Phillips 66 in Q3 2019 and has held it in 15 quarters since.
  • NorthRock Partners's Phillips 66 position peaked at $1.3M in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.