Per Stirling Capital Management’s Phillips 66 PSX Stock Holding History

Per Stirling 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 Q2	$293K	Buy	1,735 +4	+0.2%	+$689	0.03%	288
2026 Q1	$315K	Buy	1,731 +4	+0.2%	+$627	0.03%	248
2025 Q4	$223K	Buy	1,727 +5	+0.3%	+$673	0.03%	281
2025 Q3	$234K	Buy	1,722 +5	+0.3%	+$641	0.03%	262
2025 Q2	$205K	Buy	1,717 +6	+0.4%	+$672	0.03%	270
2025 Q1	$211K	Buy	+1,711	New	+$211K	0.03%	250
2024 Q4	–	Sell	-1,701	Closed	-$224K	–	270
2024 Q3	$224K	Buy	1,701 +4	+0.2%	+$540	0.03%	241
2024 Q2	$240K	Sell	1,697 -149	-8%	-$22.1K	0.04%	220
2024 Q1	$302K	Buy	1,846 +157	+9%	+$22.6K	0.05%	190
2023 Q4	$225K	Buy	1,689 +5	+0.3%	+$598	0.04%	193
2023 Q3	$202K	Buy	+1,684	New	+$189K	0.04%	189

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Per Stirling Capital Management's PSX Position: Q2 2026 in Review

Per Stirling Capital Management increased its Phillips 66 (PSX) stake by 0.23% in Q2 2026, buying an estimated $689 and bringing the position to 1,735 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #288.

Per Stirling Capital Management first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $315K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Per Stirling Capital Management held 1,735 shares of Phillips 66 worth $293K as of Q2 2026.
Per Stirling Capital Management bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
Phillips 66 made up 0.03% of Per Stirling Capital Management's portfolio in Q2 2026, its #288 holding.
Per Stirling Capital Management first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
Per Stirling Capital Management's Phillips 66 position peaked at $315K in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.