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PSX icon

&Partners’s Phillips 66 PSX Stock Holding History

&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 		$47.9M Sell
263,210
-18,367
-7% -$2.88M 0.24% 90
2025
Q4 		$36.3M Buy
281,577
+15,872
+6% +$2.14M 0.19% 109
2025
Q3 		$36.1M Sell
265,705
-26,011
-9% -$3.33M 0.23% 97
2025
Q2 		$34.8M Buy
291,716
+32,098
+12% +$3.6M 0.27% 86
2025
Q1 		$31.6M Sell
259,618
-25,858
-9% -$3.19M 0.34% 62
2024
Q4 		$33M Buy
285,476
+97,518
+52% +$12.4M 0.4% 55
2024
Q3 		$24.7M Buy
187,958
+119,485
+174% +$16.1M 0.48% 42
2024
Q2 		$9.65M Buy
68,473
+63,730
+1,344% +$9.43M 0.42% 56
2024
Q1 		$775K Sell
4,743
-1,687
-26% -$243K 0.11% 192
2023
Q4 		$857K Buy
+6,430
New +$769K 0.21% 109

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

&Partners's PSX Position: Q1 2026 in Review

&Partners reduced its Phillips 66 (PSX) stake by 6.5% in Q1 2026, selling an estimated $2.88M and leaving 263,210 shares worth $47.9M. The position accounts for 0.24% of the portfolio, ranked #90.

&Partners first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • &Partners held 263,210 shares of Phillips 66 worth $47.9M as of Q1 2026.
  • &Partners sold 18,367 Phillips 66 shares in Q1 2026, an estimated $2.88M.
  • Phillips 66 made up 0.24% of &Partners's portfolio in Q1 2026, its #90 holding.
  • &Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

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