Parsons Capital Management’s Phillips 66 PSX Stock Holding History

Parsons Capital 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	$6.8M	Buy	37,324 +11,354	+44%	+$1.78M	0.31%	72
2025 Q4	$3.35M	Sell	25,970 -400	-2%	-$53.8K	0.18%	126
2025 Q3	$3.59M	Buy	26,370 +2	+0%	+$256	0.2%	112
2025 Q2	$3.15M	Sell	26,368 -10,350	-28%	-$1.16M	0.19%	117
2025 Q1	$4.53M	Sell	36,718 -793	-2%	-$97.7K	0.25%	80
2024 Q4	$4.27M	Buy	37,511 +9,412	+33%	+$1.2M	0.23%	88
2024 Q3	$3.69M	Hold	28,099	–	–	0.23%	92
2024 Q2	$3.97M	Sell	28,099 -134	-0.5%	-$19.8K	0.27%	82
2024 Q1	$4.61M	Sell	28,233 -619	-2%	-$89.2K	0.32%	74
2023 Q4	$3.84M	Buy	28,852 +1,000	+4%	+$120K	0.27%	87
2023 Q3	$3.35M	Sell	27,852 -505	-2%	-$56.7K	0.26%	88
2023 Q2	$2.7M	Hold	28,357	–	–	0.21%	108
2023 Q1	$2.87M	Sell	28,357 -348	-1%	-$35.4K	0.23%	102
2022 Q4	$2.99M	Buy	28,705 +131	+0.5%	+$13.4K	0.25%	91
2022 Q3	$2.31M	Buy	28,574 +8	+0%	+$682	0.21%	104
2022 Q2	$2.34M	Sell	28,566 -442	-2%	-$40.9K	0.21%	105
2022 Q1	$2.51M	Buy	29,008 +274	+1%	+$23.1K	0.19%	115
2021 Q4	$2.08M	Sell	28,734 -175	-0.6%	-$13.2K	0.15%	140
2021 Q3	$2.02M	Sell	28,909 -178	-0.6%	-$12.9K	0.16%	137
2021 Q2	$2.5M	Sell	29,087 -721	-2%	-$60.9K	0.19%	113
2021 Q1	$2.43M	Hold	29,808	–	–	0.2%	112
2020 Q4	$2.08M	Sell	29,808 -1,128	-4%	-$66.2K	0.18%	119
2020 Q3	$1.6M	Sell	30,936 -781	-2%	-$47.7K	0.16%	132
2020 Q2	$2.28M	Sell	31,717 -875	-3%	-$61.9K	0.24%	89
2020 Q1	$1.75M	Sell	32,592 -1,230	-4%	-$100K	0.23%	99
2019 Q4	$3.77M	Sell	33,822 -957	-3%	-$108K	0.38%	64
2019 Q3	$3.56M	Sell	34,779 -969	-3%	-$97.1K	0.39%	61
2019 Q2	$3.34M	Sell	35,748 -400	-1%	-$35.9K	0.36%	68
2019 Q1	$3.44M	Sell	36,148 -233	-0.6%	-$22.1K	0.38%	64
2018 Q4	$3.13M	Buy	36,381 +377	+1%	+$36.8K	0.39%	62
2018 Q3	$4.06M	Sell	36,004 -160	-0.4%	-$18.5K	0.43%	57
2018 Q2	$4.06M	Sell	36,164 -79	-0.2%	-$8.88K	0.46%	54
2018 Q1	$3.48M	Sell	36,243 -298	-0.8%	-$29K	0.4%	64
2017 Q4	$3.7M	Sell	36,541 -650	-2%	-$61.8K	0.41%	63
2017 Q3	$3.41M	Sell	37,191 -50	-0.1%	-$4.24K	0.4%	65
2017 Q2	$3.08M	Sell	37,241 -334	-0.9%	-$26.2K	0.38%	66
2017 Q1	$2.98M	Sell	37,575 -200	-0.5%	-$16.1K	0.38%	65
2016 Q4	$3.26M	Sell	37,775 -87	-0.2%	-$7.23K	0.43%	53
2016 Q3	$3.05M	Sell	37,862 -350	-0.9%	-$27.2K	0.41%	59
2016 Q2	$3.03M	Sell	38,212 -291	-0.8%	-$23.8K	0.41%	61
2016 Q1	$3.33M	Sell	38,503 -205	-0.5%	-$16.7K	0.46%	52
2015 Q4	$3.17M	Sell	38,708 -95	-0.2%	-$8.2K	0.45%	55
2015 Q3	$2.98M	Buy	38,803 +545	+1%	+$43.3K	0.43%	57
2015 Q2	$3.08M	Buy	+38,258	New	+$3.04M	0.41%	61
2015 Q1	–	Sell	-39,065	Closed	-$2.8M	–	605
2014 Q4	$2.8M	Sell	39,065 -1,079	-3%	-$79.6K	0.37%	71
2014 Q3	$3.26M	Sell	40,144 -387	-1%	-$32.2K	0.45%	58
2014 Q2	$3.26M	Buy	40,531 +857	+2%	+$70.6K	0.45%	59
2014 Q1	$3.06M	Buy	39,674 +134	+0.3%	+$10.2K	0.43%	60
2013 Q4	$3.05M	Sell	39,540 -143	-0.4%	-$9.54K	0.46%	59
2013 Q3	$2.29M	Sell	39,683 -1,150	-3%	-$66.7K	0.38%	74
2013 Q2	$2.4M	Buy	+40,833	New	+$2.57M	0.41%	64

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parsons Capital Management's PSX Position: Q1 2026 in Review

Parsons Capital Management increased its Phillips 66 (PSX) stake by 44% in Q1 2026, buying an estimated $1.78M and bringing the position to 37,324 shares worth $6.8M. The position accounts for 0.31% of the portfolio, ranked #72.

Parsons Capital Management first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Parsons Capital Management held 37,324 shares of Phillips 66 worth $6.8M as of Q1 2026.
Parsons Capital Management bought 11,354 Phillips 66 shares in Q1 2026, an estimated $1.78M.
Phillips 66 made up 0.31% of Parsons Capital Management's portfolio in Q1 2026, its #72 holding.
Parsons Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.