PCM
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Prelude Capital Management’s Phillips 66 PSX Stock Holding History

Prelude 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
2022
Q3 		– Sell
-32,500
Closed -$2.67M – 1848
2022
Q2 		$2.67M Buy
+32,500
New +$3.01M 0.08% 211

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prelude Capital Management's PSX Position: Q2 2026 in Review

Prelude Capital Management increased its Phillips 66 (PSX) stake by 47% in Q2 2026, buying an estimated $105K and bringing the position to 1,899 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #735.

Prelude Capital Management first reported a position in PSX in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.31M in Q4 2013. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Prelude Capital Management held 1,899 shares of Phillips 66 worth $321K as of Q2 2026.
  • Prelude Capital Management bought 609 Phillips 66 shares in Q2 2026, an estimated $105K.
  • Phillips 66 made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #735 holding.
  • Prelude Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 29 quarters since.
  • Prelude Capital Management's Phillips 66 position peaked at $2.31M in Q4 2013.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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