P
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
Q2 		$48M Buy
283,968
+20,758
+8% +$3.57M 0.2% 101
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

&Partners's PSX Position: Q2 2026 in Review

&Partners increased its Phillips 66 (PSX) stake by 7.9% in Q2 2026, buying an estimated $3.57M and bringing the position to 283,968 shares worth $48M. The position accounts for 0.2% of the portfolio, ranked #101.

&Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • &Partners held 283,968 shares of Phillips 66 worth $48M as of Q2 2026.
  • &Partners bought 20,758 Phillips 66 shares in Q2 2026, an estimated $3.57M.
  • Phillips 66 made up 0.2% of &Partners's portfolio in Q2 2026, its #101 holding.
  • &Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.