QP
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Quilter Plc’s Phillips 66 PSX Stock Holding History

Quilter Plc’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 		$389K Sell
2,302
-51
-2% -$8.78K 0.01% 114
2026
Q1 		$429K Sell
2,353
-77
-3% -$12.1K 0.01% 107
2025
Q4 		$314K Hold
2,430
– – 0.01% 116
2025
Q3 		$331K Hold
2,430
– – 0.01% 113
2025
Q2 		$290K Hold
2,430
– – 0.01% 115
2025
Q1 		$300K Sell
2,430
-63
-3% -$7.76K 0.01% 112
2024
Q4 		$284K Hold
2,493
– – 0.01% 113
2024
Q3 		$328K Sell
2,493
-370
-13% -$50K 0.01% 116
2024
Q2 		$404K Hold
2,863
– – 0.01% 108
2024
Q1 		$468K Hold
2,863
– – 0.01% 104
2023
Q4 		$382K Sell
2,863
-65
-2% -$7.77K 0.01% 96
2023
Q3 		$2.92M Hold
2,928
– – 0.01% 122
2023
Q2 		$2.91M Hold
2,928
– – 0.01% 127
2023
Q1 		$2.91M Hold
2,928
– – 0.01% 119
2022
Q4 		$305K Hold
2,928
– – 0.01% 104
2022
Q3 		$237K Hold
2,928
– – 0.01% 111
2022
Q2 		$240K Hold
2,928
– – 0.01% 114
2022
Q1 		$253K Hold
2,928
– – 0.01% 123
2021
Q4 		$221K Sell
2,928
-1,199
-29% -$90.6K 0.01% 131
2021
Q3 		$289K Sell
4,127
-100
-2% -$7.24K 0.01% 232
2021
Q2 		$363K Sell
4,227
-360
-8% -$30.4K 0.01% 210
2021
Q1 		$375K Sell
4,587
-280
-6% -$22K 0.01% 228
2020
Q4 		$340K Buy
4,867
+493
+11% +$28.9K 0.01% 196
2020
Q3 		$226K Sell
4,374
-173
-4% -$10.6K 0.01% 228
2020
Q2 		$327K Sell
4,547
-15
-0.3% -$1.06K 0.02% 173
2020
Q1 		$245K Sell
4,562
-190
-4% -$15.5K 0.02% 181
2019
Q4 		$529K Buy
+4,752
New +$534K 0.03% 140

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

Quilter Plc's PSX Position: Q2 2026 in Review

Quilter Plc reduced its Phillips 66 (PSX) stake by 2.2% in Q2 2026, selling an estimated $8.78K and leaving 2,302 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #114.

Quilter Plc first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.92M in Q3 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Quilter Plc held 2,302 shares of Phillips 66 worth $389K as of Q2 2026.
  • Quilter Plc sold 51 Phillips 66 shares in Q2 2026, an estimated $8.78K.
  • Phillips 66 made up 0.01% of Quilter Plc's portfolio in Q2 2026, its #114 holding.
  • Quilter Plc first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Phillips 66 position peaked at $2.92M in Q3 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.