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
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

Prelude Capital Management's PSX Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Phillips 66 (PSX) in Q1 2026: 1,290 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #828 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in PSX as recently as Q3 2024.

Prelude Capital Management first reported a position in PSX in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.31M in Q4 2013. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Prelude Capital Management held 1,290 shares of Phillips 66 worth $235K as of Q1 2026.
  • Phillips 66 was a new Prelude Capital Management position in Q1 2026.
  • Phillips 66 made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #828 holding.
  • Prelude Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 28 quarters since.
  • Prelude Capital Management's Phillips 66 position peaked at $2.31M in Q4 2013.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.