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Pinnacle Bancorp’s Phillips 66 PSX Stock Holding History

Pinnacle Bancorp’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 		$446K Hold
2,446
– – 0.13% 140
2025
Q4 		$316K Hold
2,446
– – 0.09% 168
2025
Q3 		$333K Sell
2,446
-148
-6% -$19K 0.1% 165
2025
Q2 		$309K Buy
2,594
+150
+6% +$16.8K 0.1% 175
2025
Q1 		$302K Sell
2,444
-91
-4% -$11.2K 0.1% 169
2024
Q4 		$289K Buy
2,535
+95
+4% +$12.1K 0.09% 172
2024
Q3 		$321K Hold
2,440
– – 0.09% 163
2024
Q2 		$344K Sell
2,440
-125
-5% -$18.5K 0.1% 139
2024
Q1 		$419K Buy
2,565
+180
+8% +$25.9K 0.12% 114
2023
Q4 		$318K Buy
2,385
+91
+4% +$10.9K 0.1% 140
2023
Q3 		$276K Buy
2,294
+150
+7% +$16.8K 0.1% 151
2023
Q2 		$204K Hold
2,144
– – 0.07% 186
2023
Q1 		$217K Hold
2,144
– – 0.08% 183
2022
Q4 		$223K Sell
2,144
-37
-2% -$3.79K 0.09% 175
2022
Q3 		$176K Hold
2,181
– – 0.08% 185
2022
Q2 		$179K Hold
2,181
– – 0.07% 178
2022
Q1 		$188K Buy
2,181
+185
+9% +$15.6K 0.07% 178
2021
Q4 		$145K Hold
1,996
– – 0.05% 204
2021
Q3 		$140K Hold
1,996
– – 0.06% 199
2021
Q2 		$171K Hold
1,996
– – 0.08% 177
2021
Q1 		$163K Hold
1,996
– – 0.08% 170
2020
Q4 		$140K Hold
1,996
– – 0.09% 179
2020
Q3 		$103K Sell
1,996
-221
-10% -$13.5K 0.07% 207
2020
Q2 		$159K Sell
2,217
-335
-13% -$23.7K 0.12% 154
2020
Q1 		$137K Sell
2,552
-280
-10% -$22.8K 0.12% 153
2019
Q4 		$316K Sell
2,832
-958
-25% -$108K 0.22% 90
2019
Q3 		$388K Sell
3,790
-2,132
-36% -$214K 0.22% 74
2019
Q2 		$554K Hold
5,922
– – 0.31% 52
2019
Q1 		$564K Sell
5,922
-361
-6% -$34.3K 0.33% 51
2018
Q4 		$541K Buy
+6,283
New +$614K 0.33% 49
2017
Q1 		$695K Buy
+8,770
New +$706K 0.49% 38

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

Pinnacle Bancorp's PSX Position: Q1 2026 in Review

Pinnacle Bancorp held its Phillips 66 (PSX) position steady in Q1 2026 at 2,446 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #140.

Pinnacle Bancorp first reported a position in PSX in Q1 2017 and has held it in 31 quarters since. The position peaked at $695K in Q1 2017. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Pinnacle Bancorp held 2,446 shares of Phillips 66 worth $446K as of Q1 2026.
  • Pinnacle Bancorp left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.13% of Pinnacle Bancorp's portfolio in Q1 2026, its #140 holding.
  • Pinnacle Bancorp first reported a position in Phillips 66 in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's Phillips 66 position peaked at $695K in Q1 2017.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.