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Private Management Group’s Phillips 66 PSX Stock Holding History

Private Management Group’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 		$2.16M Sell
12,791
-2,968
-19% -$511K 0.06% 185
2026
Q1 		$2.87M Sell
15,759
-50
-0.3% -$7.83K 0.08% 161
2025
Q4 		$2.04M Sell
15,809
-300
-2% -$40.4K 0.06% 174
2025
Q3 		$2.19M Hold
16,109
– – 0.07% 165
2025
Q2 		$1.92M Buy
+16,109
New +$1.8M 0.06% 164

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

Private Management Group's PSX Position: Q2 2026 in Review

Private Management Group reduced its Phillips 66 (PSX) stake by 19% in Q2 2026, selling an estimated $511K and leaving 12,791 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #185.

Private Management Group first reported a position in PSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.87M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Management Group held 12,791 shares of Phillips 66 worth $2.16M as of Q2 2026.
  • Private Management Group sold 2,968 Phillips 66 shares in Q2 2026, an estimated $511K.
  • Phillips 66 made up 0.06% of Private Management Group's portfolio in Q2 2026, its #185 holding.
  • Private Management Group first reported a position in Phillips 66 in Q2 2025 and has held it in 5 quarters since.
  • Private Management Group's Phillips 66 position peaked at $2.87M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.