PFBT
PSX icon

Parkside Financial Bank & Trust’s Phillips 66 PSX Stock Holding History

Parkside Financial Bank & Trust’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 		$661K Sell
3,628
-82
-2% -$12.8K 0.05% 219
2025
Q4 		$479K Buy
3,710
+190
+5% +$25.6K 0.04% 269
2025
Q3 		$479K Buy
3,520
+966
+38% +$124K 0.04% 260
2025
Q2 		$305K Sell
2,554
-965
-27% -$108K 0.03% 335
2025
Q1 		$435K Buy
3,519
+1,135
+48% +$140K 0.06% 239
2024
Q4 		$272K Buy
2,384
+103
+5% +$13.1K 0.04% 314
2024
Q3 		$300K Buy
2,281
+133
+6% +$18K 0.04% 285
2024
Q2 		$303K Sell
2,148
-81
-4% -$12K 0.05% 271
2024
Q1 		$364K Sell
2,229
-973
-30% -$140K 0.06% 241
2023
Q4 		$426K Buy
3,202
+1,323
+70% +$158K 0.08% 192
2023
Q3 		$226K Buy
1,879
+145
+8% +$16.3K 0.05% 241
2023
Q2 		$165K Buy
1,734
+45
+3% +$4.38K 0.04% 291
2023
Q1 		$171K Buy
1,689
+84
+5% +$8.54K 0.05% 262
2022
Q4 		$167K Buy
1,605
+932
+138% +$95.3K 0.05% 255
2022
Q3 		$54K Buy
673
+127
+23% +$10.8K 0.02% 503
2022
Q2 		$45K Sell
546
-193
-26% -$17.9K 0.01% 561
2022
Q1 		$65K Buy
739
+299
+68% +$25.2K 0.02% 461
2021
Q4 		$32K Buy
440
+11
+3% +$831 0.01% 667
2021
Q3 		$30K Sell
429
-469
-52% -$33.9K 0.01% 655
2021
Q2 		$78K Sell
898
-130
-13% -$11K 0.02% 381
2021
Q1 		$83K Buy
1,028
+11
+1% +$863 0.03% 351
2020
Q4 		$71K Sell
1,017
-391
-28% -$23K 0.02% 374
2020
Q3 		$73K Sell
1,408
-468
-25% -$28.6K 0.03% 352
2020
Q2 		$135K Buy
1,876
+154
+9% +$10.9K 0.04% 251
2020
Q1 		$93K Sell
1,722
-486
-22% -$39.6K 0.04% 269
2019
Q4 		$246K Buy
2,208
+55
+3% +$6.18K 0.07% 173
2019
Q3 		$221K Buy
2,153
+118
+6% +$11.8K 0.07% 178
2019
Q2 		$190K Buy
2,035
+48
+2% +$4.31K 0.06% 191
2019
Q1 		$189K Buy
1,987
+80
+4% +$7.6K 0.06% 189
2018
Q4 		$165K Buy
1,907
+19
+1% +$1.86K 0.06% 186
2018
Q3 		$213K Sell
1,888
-7
-0.4% -$809 0.07% 172
2018
Q2 		$212K Sell
1,895
-4
-0.2% -$450 0.08% 169
2018
Q1 		$182K Buy
1,899
+48
+3% +$4.67K 0.07% 175
2017
Q4 		$187K Buy
1,851
+11
+0.6% +$1.05K 0.07% 170
2017
Q3 		$169K Sell
1,840
-2
-0.1% -$169 0.07% 166
2017
Q2 		$152K Buy
1,842
+74
+4% +$5.81K 0.06% 170
2017
Q1 		$140K Sell
1,768
-1,043
-37% -$84K 0.06% 170
2016
Q4 		$243K Sell
2,811
-188
-6% -$15.6K 0.11% 139
2016
Q3 		$241K Sell
2,999
-14
-0.5% -$1.09K 0.11% 143
2016
Q2 		$239K Hold
3,013
– – 0.12% 128
2016
Q1 		$261K Buy
3,013
+30
+1% +$2.44K 0.13% 121
2015
Q4 		$244K Buy
2,983
+1,207
+68% +$104K 0.12% 125
2015
Q3 		$136K Sell
1,776
-1,510
-46% -$120K 0.08% 170
2015
Q2 		$264K Buy
3,286
+2
+0.1% +$159 0.14% 136
2015
Q1 		$259K Buy
3,284
+96
+3% +$7.05K 0.14% 141
2014
Q4 		$228K Sell
3,188
-108
-3% -$7.97K 0.13% 150
2014
Q3 		$268K Buy
3,296
+68
+2% +$5.66K 0.16% 131
2014
Q2 		$260K Sell
3,228
-267
-8% -$22K 0.15% 134
2014
Q1 		$270K Buy
+3,495
New +$266K 0.17% 125

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

Parkside Financial Bank & Trust's PSX Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Phillips 66 (PSX) stake by 2.2% in Q1 2026, selling an estimated $12.8K and leaving 3,628 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #219.

Parkside Financial Bank & Trust first reported a position in PSX in Q1 2014 and has held it in 49 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Parkside Financial Bank & Trust held 3,628 shares of Phillips 66 worth $661K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 82 Phillips 66 shares in Q1 2026, an estimated $12.8K.
  • Phillips 66 made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #219 holding.
  • Parkside Financial Bank & Trust first reported a position in Phillips 66 in Q1 2014 and has held it in 49 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.