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Patron Partners’s Phillips 66 PSX Stock Holding History

Patron 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 		$639K Sell
3,781
-283
-7% -$48.7K 0.25% 102
2026
Q1 		$740K Sell
4,064
-69
-2% -$10.8K 0.33% 84
2025
Q4 		$533K Sell
4,133
-209
-5% -$28.1K 0.24% 109
2025
Q3 		$591K Buy
4,342
+425
+11% +$54.4K 0.27% 102
2025
Q2 		$467K Sell
3,917
-475
-11% -$53.2K 0.23% 114
2025
Q1 		$542K Sell
4,392
-19
-0.4% -$2.34K 0.29% 99
2024
Q4 		$503K Hold
4,411
– – 0.27% 101
2024
Q3 		$580K Sell
4,411
-29
-0.7% -$3.92K 0.32% 90
2024
Q2 		$627K Sell
4,440
-60
-1% -$8.88K 0.37% 75
2024
Q1 		$735K Sell
4,500
-210
-4% -$30.3K 0.45% 61
2023
Q4 		$627K Sell
4,710
-53
-1% -$6.33K 0.42% 67
2023
Q3 		$572K Sell
4,763
-187
-4% -$21K 0.42% 65
2023
Q2 		$472K Sell
4,950
-352
-7% -$34.2K 0.33% 87
2023
Q1 		$538K Sell
5,302
-549
-9% -$55.8K 0.4% 67
2022
Q4 		$609K Buy
5,851
+50
+0.9% +$5.11K 0.46% 64
2022
Q3 		$468K Buy
5,801
+357
+7% +$30.4K 0.39% 73
2022
Q2 		$446K Buy
5,444
+125
+2% +$11.6K 0.35% 76
2022
Q1 		$459K Sell
5,319
-884
-14% -$74.4K 0.31% 84
2021
Q4 		$449K Hold
6,203
– – 0.29% 93
2021
Q3 		$434K Buy
6,203
+47
+0.8% +$3.4K 0.32% 91
2021
Q2 		$528K Buy
6,156
+630
+11% +$53.2K 0.4% 74
2021
Q1 		$450K Sell
5,526
-185
-3% -$14.5K 0.38% 79
2020
Q4 		$399K Buy
+5,711
New +$335K 0.39% 72

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

Patron Partners's PSX Position: Q2 2026 in Review

Patron Partners reduced its Phillips 66 (PSX) stake by 7% in Q2 2026, selling an estimated $48.7K and leaving 3,781 shares worth $639K. The position accounts for 0.25% of the portfolio, ranked #102.

Patron Partners first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $740K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Patron Partners held 3,781 shares of Phillips 66 worth $639K as of Q2 2026.
  • Patron Partners sold 283 Phillips 66 shares in Q2 2026, an estimated $48.7K.
  • Phillips 66 made up 0.25% of Patron Partners's portfolio in Q2 2026, its #102 holding.
  • Patron Partners first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Patron Partners's Phillips 66 position peaked at $740K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.