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Perennial Investment Advisors’s Phillips 66 PSX Stock Holding History

Perennial Investment Advisors’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 		$314K Buy
1,723
+24
+1% +$3.76K 0.03% 380
2025
Q4 		$219K Buy
1,699
+53
+3% +$7.13K 0.02% 450
2025
Q3 		$224K Sell
1,646
-105
-6% -$13.5K 0.02% 442
2025
Q2 		$209K Buy
1,751
+2
+0.1% +$224 0.02% 441
2025
Q1 		$216K Buy
+1,749
New +$216K 0.02% 390
2024
Q4 		– Sell
-1,720
Closed -$226K – 435
2024
Q3 		$226K Sell
1,720
-35
-2% -$4.73K 0.03% 340
2024
Q2 		$248K Sell
1,755
-447
-20% -$66.2K 0.04% 309
2024
Q1 		$360K Buy
2,202
+95
+5% +$13.7K 0.05% 227
2023
Q4 		$280K Sell
2,107
-155
-7% -$18.5K 0.05% 255
2023
Q3 		$272K Sell
2,262
-505
-18% -$56.7K 0.05% 252
2023
Q2 		$264K Buy
2,767
+385
+16% +$37.4K 0.05% 273
2023
Q1 		$242K Buy
2,382
+165
+7% +$16.8K 0.04% 272
2022
Q4 		$231K Buy
+2,217
New +$227K 0.09% 180

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perennial Investment Advisors's PSX Position: Q1 2026 in Review

Perennial Investment Advisors increased its Phillips 66 (PSX) stake by 1.4% in Q1 2026, buying an estimated $3.76K and bringing the position to 1,723 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #380.

Perennial Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $360K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Perennial Investment Advisors held 1,723 shares of Phillips 66 worth $314K as of Q1 2026.
  • Perennial Investment Advisors bought 24 Phillips 66 shares in Q1 2026, an estimated $3.76K.
  • Phillips 66 made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #380 holding.
  • Perennial Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
  • Perennial Investment Advisors's Phillips 66 position peaked at $360K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.