PF
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Phoenix Financial’s Phillips 66 PSX Stock Holding History

Phoenix Financial’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 		$427K Sell
2,347
-971
-29% -$152K ﹤0.01% 329
2025
Q4 		$428K Buy
3,318
+1,722
+108% +$232K ﹤0.01% 321
2025
Q3 		$217K Sell
1,596
-1,336
-46% -$171K ﹤0.01% 436
2025
Q2 		$349K Sell
2,932
-2,663
-48% -$298K ﹤0.01% 318
2025
Q1 		$694K Buy
+5,595
New +$690K 0.01% 238

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's PSX Position: Q1 2026 in Review

Phoenix Financial reduced its Phillips 66 (PSX) stake by 29% in Q1 2026, selling an estimated $152K and leaving 2,347 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Phoenix Financial first reported a position in PSX in Q1 2025 and has held it in 5 quarters since. The position peaked at $694K in Q1 2025. 2,124 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Phoenix Financial held 2,347 shares of Phillips 66 worth $427K as of Q1 2026.
  • Phoenix Financial sold 971 Phillips 66 shares in Q1 2026, an estimated $152K.
  • Phillips 66 made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #329 holding.
  • Phoenix Financial first reported a position in Phillips 66 in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Phillips 66 position peaked at $694K in Q1 2025.
  • 2,124 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.