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QRG Capital Management’s Phillips 66 PSX Stock Holding History

QRG 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
2026
Q2 		$9.4M Buy
55,595
+10,186
+22% +$1.75M 0.08% 214
2026
Q1 		$8.27M Buy
45,409
+26,245
+137% +$4.11M 0.09% 201
2025
Q4 		$2.47M Buy
19,164
+6,443
+51% +$867K 0.03% 373
2025
Q3 		$1.73M Sell
12,721
-1,319
-9% -$169K 0.02% 407
2025
Q2 		$1.67M Sell
14,040
-5,563
-28% -$623K 0.01% 506
2025
Q1 		$2.42M Sell
19,603
-22,054
-53% -$2.72M 0.03% 417
2024
Q4 		$4.75M Sell
41,657
-22,453
-35% -$2.86M 0.05% 297
2024
Q3 		$8.43M Sell
64,110
-19,695
-24% -$2.66M 0.09% 200
2024
Q2 		$11.8M Buy
83,805
+29,503
+54% +$4.37M 0.14% 151
2024
Q1 		$8.87M Buy
54,302
+11,531
+27% +$1.66M 0.11% 184
2023
Q4 		$5.69M Buy
42,771
+22,351
+109% +$2.67M 0.08% 234
2023
Q3 		$2.45M Buy
+20,420
New +$2.29M 0.04% 344

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

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

QRG Capital Management increased its Phillips 66 (PSX) stake by 22% in Q2 2026, buying an estimated $1.75M and bringing the position to 55,595 shares worth $9.4M. The position accounts for 0.08% of the portfolio, ranked #214.

QRG Capital Management first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q2 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • QRG Capital Management held 55,595 shares of Phillips 66 worth $9.4M as of Q2 2026.
  • QRG Capital Management bought 10,186 Phillips 66 shares in Q2 2026, an estimated $1.75M.
  • Phillips 66 made up 0.08% of QRG Capital Management's portfolio in Q2 2026, its #214 holding.
  • QRG Capital Management first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's Phillips 66 position peaked at $11.8M in Q2 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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