PSP
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Principal Street Partners’s Phillips 66 PSX Stock Holding History

Principal Street Partners’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
Q2 		$407K Hold
2,408
– – 0.06% 161
2026
Q1 		$439K Buy
2,408
+41
+2% +$6.42K 0.07% 139
2025
Q4 		$305K Buy
2,367
+50
+2% +$6.73K 0.05% 168
2025
Q3 		$315K Sell
2,317
-2,255
-49% -$289K 0.05% 187
2025
Q2 		$545K Buy
4,572
+2,268
+98% +$254K 0.05% 187
2025
Q1 		$284K Hold
2,304
– – 0.05% 177
2024
Q4 		$262K Hold
2,304
– – 0.05% 184
2024
Q3 		$325K Hold
2,304
– – 0.05% 170
2024
Q2 		$325K Sell
2,304
-376
-14% -$55.7K 0.06% 170
2024
Q1 		$393K Buy
2,680
+376
+16% +$54.2K 0.07% 155
2023
Q4 		$307K Sell
2,304
-2,304
-50% -$275K 0.07% 159
2023
Q3 		$554K Buy
4,608
+2,304
+100% +$259K 0.11% 138
2023
Q2 		$220K Hold
2,304
– – 0.05% 202
2023
Q1 		$234K Hold
2,304
– – 0.06% 194
2022
Q4 		$240K Buy
+2,304
New +$236K 0.06% 201

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 $3.37T AUM 44.26% 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

Principal Street Partners's PSX Position: Q2 2026 in Review

Principal Street Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 2,408 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #161.

Principal Street Partners first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $554K in Q3 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Principal Street Partners held 2,408 shares of Phillips 66 worth $407K as of Q2 2026.
  • Principal Street Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.06% of Principal Street Partners's portfolio in Q2 2026, its #161 holding.
  • Principal Street Partners first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Principal Street Partners's Phillips 66 position peaked at $554K in Q3 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.