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Old Port Advisors’s Phillips 66 PSX Stock Holding History

Old Port Advisors’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 		$372K Buy
2,041
+82
+4% +$12.8K 0.09% 183
2025
Q4 		$253K Buy
1,959
+10
+0.5% +$1.35K 0.06% 207
2025
Q3 		$265K Buy
1,949
+71
+4% +$9.1K 0.07% 202
2025
Q2 		$224K Buy
1,878
+80
+4% +$8.96K 0.06% 221
2025
Q1 		$222K Sell
1,798
-55
-3% -$6.78K 0.07% 207
2024
Q4 		$211K Buy
1,853
+239
+15% +$30.4K 0.06% 220
2024
Q3 		$212K Sell
1,614
-36
-2% -$4.86K 0.06% 229
2024
Q2 		$233K Buy
1,650
+132
+9% +$19.5K 0.07% 201
2024
Q1 		$248K Buy
+1,518
New +$219K 0.08% 200

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

Old Port Advisors's PSX Position: Q1 2026 in Review

Old Port Advisors increased its Phillips 66 (PSX) stake by 4.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,041 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #183.

Old Port Advisors first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Old Port Advisors held 2,041 shares of Phillips 66 worth $372K as of Q1 2026.
  • Old Port Advisors bought 82 Phillips 66 shares in Q1 2026, an estimated $12.8K.
  • Phillips 66 made up 0.09% of Old Port Advisors's portfolio in Q1 2026, its #183 holding.
  • Old Port Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.