Peoples Financial Services Corp’s Phillips 66 PSX Stock Holding History

Peoples Financial Services Corp’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	$742K	Hold	4,075	–	–	0.35%	74
2025 Q4	$526K	Hold	4,075	–	–	0.25%	90
2025 Q3	$554K	Hold	4,075	–	–	0.25%	93
2025 Q2	$486K	Hold	4,075	–	–	0.24%	94
2025 Q1	$503K	Hold	4,075	–	–	0.24%	97
2024 Q4	$464K	Hold	4,075	–	–	0.22%	99
2024 Q3	$536K	Sell	4,075 -1,365	-25%	-$184K	0.24%	98
2024 Q2	$768K	Hold	5,440	–	–	0.35%	74
2024 Q1	$889K	Sell	5,440 -620	-10%	-$89.3K	0.39%	75
2023 Q4	$807K	Hold	6,060	–	–	0.35%	77
2023 Q3	$728K	Hold	6,060	–	–	0.34%	77
2023 Q2	$578K	Hold	6,060	–	–	0.26%	97
2023 Q1	$614K	Hold	6,060	–	–	0.29%	91
2022 Q4	$631K	Hold	6,060	–	–	0.3%	84
2022 Q3	$489K	Hold	6,060	–	–	0.25%	94
2022 Q2	$497K	Sell	6,060 -477	-7%	-$44.1K	0.24%	95
2022 Q1	$564K	Sell	6,537 -523	-7%	-$44K	0.24%	95
2021 Q4	$511K	Hold	7,060	–	–	0.2%	95
2021 Q3	$495K	Hold	7,060	–	–	0.21%	96
2021 Q2	$606K	Sell	7,060 -50	-0.7%	-$4.22K	0.25%	86
2021 Q1	$580K	Hold	7,110	–	–	0.25%	85
2020 Q4	$497K	Hold	7,110	–	–	0.23%	87
2020 Q3	$369K	Hold	7,110	–	–	0.19%	93
2020 Q2	$511K	Hold	7,110	–	–	0.27%	78
2020 Q1	$382K	Sell	7,110 -834	-10%	-$67.9K	0.22%	88
2019 Q4	$885K	Sell	7,944 -1,666	-17%	-$187K	0.42%	63
2019 Q3	$984K	Sell	9,610 -91	-0.9%	-$9.12K	0.49%	60
2019 Q2	$907K	Sell	9,701 -285	-3%	-$25.6K	0.46%	64
2019 Q1	$950K	Hold	9,986	–	–	0.49%	62
2018 Q4	$860K	Hold	9,986	–	–	0.49%	64
2018 Q3	$1.13M	Buy	9,986 +3,360	+51%	+$388K	0.57%	57
2018 Q2	$744K	Hold	6,626	–	–	0.42%	68
2018 Q1	$636K	Hold	6,626	–	–	0.36%	70
2017 Q4	$670K	Hold	6,626	–	–	0.37%	71
2017 Q3	$607K	Hold	6,626	–	–	0.34%	75
2017 Q2	$548K	Buy	6,626 +500	+8%	+$39.3K	0.32%	75
2017 Q1	$485K	Buy	6,126 +711	+13%	+$57.3K	0.29%	79
2016 Q4	$430K	Hold	5,415	–	–	0.27%	79
2016 Q3	$436K	Hold	5,415	–	–	0.27%	79
2016 Q2	$430K	Hold	5,415	–	–	0.27%	79
2016 Q1	$469K	Buy	5,415 +750	+16%	+$61K	0.3%	76
2015 Q4	$382K	Buy	4,665 +600	+15%	+$51.8K	0.25%	83
2015 Q3	$313K	Hold	4,065	–	–	0.22%	86
2015 Q2	$327K	Hold	4,065	–	–	0.22%	86
2015 Q1	$320K	Buy	4,065 +1,365	+51%	+$100K	0.21%	86
2014 Q4	$194K	Sell	2,700 -150	-5%	-$11.1K	0.13%	96
2014 Q3	$232K	Sell	2,850 -800	-22%	-$66.6K	0.16%	94
2014 Q2	$293K	Sell	3,650 -37	-1%	-$3.05K	0.19%	88
2014 Q1	$284K	Sell	3,687 -12,050	-77%	-$917K	0.21%	86
2013 Q4	$1.21M	Buy	+15,737	New	+$1.05M	0.8%	40

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

Peoples Financial Services Corp's PSX Position: Q1 2026 in Review

Peoples Financial Services Corp held its Phillips 66 (PSX) position steady in Q1 2026 at 4,075 shares worth $742K. The position accounts for 0.35% of the portfolio, ranked #74.

Peoples Financial Services Corp first reported a position in PSX in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.21M in Q4 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Peoples Financial Services Corp held 4,075 shares of Phillips 66 worth $742K as of Q1 2026.
Peoples Financial Services Corp left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.35% of Peoples Financial Services Corp's portfolio in Q1 2026, its #74 holding.
Peoples Financial Services Corp first reported a position in Phillips 66 in Q4 2013 and has held it in 50 quarters since.
Peoples Financial Services Corp's Phillips 66 position peaked at $1.21M in Q4 2013.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.