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 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 $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

Per Stirling Capital Management's PSX Position: Q1 2026 in Review

Per Stirling Capital Management increased its Phillips 66 (PSX) stake by 0.23% in Q1 2026, buying an estimated $627 and bringing the position to 1,731 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #248.

Per Stirling Capital Management first reported a position in PSX in Q3 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Per Stirling Capital Management held 1,731 shares of Phillips 66 worth $315K as of Q1 2026.
Per Stirling Capital Management bought 4 Phillips 66 shares in Q1 2026, an estimated $627.
Phillips 66 made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #248 holding.
Per Stirling Capital Management first reported a position in Phillips 66 in Q3 2023 and has held it in 10 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.