SAM Advisors’s Phillips 66 PSX Stock Holding History

SAM Advisors’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 Q1	$753K	Hold	4,136	–	–	0.24%	32
2025 Q4	$534K	Hold	4,136	–	–	0.17%	35
2025 Q3	$563K	Hold	4,136	–	–	0.18%	34
2025 Q2	$493K	Hold	4,136	–	–	0.17%	34
2025 Q1	$511K	Hold	4,136	–	–	0.19%	30
2024 Q4	$471K	Hold	4,136	–	–	0.17%	34
2024 Q3	$544K	Hold	4,136	–	–	0.2%	29
2024 Q2	$584K	Hold	4,136	–	–	0.21%	27
2024 Q1	$676K	Hold	4,136	–	–	0.25%	27
2023 Q4	$551K	Buy	+4,136	New	+$494K	0.22%	26

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SAM Advisors's PSX Position: Q1 2026 in Review

SAM Advisors held its Phillips 66 (PSX) position steady in Q1 2026 at 4,136 shares worth $753K. The position accounts for 0.24% of the portfolio, ranked #32.

SAM Advisors first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

SAM Advisors held 4,136 shares of Phillips 66 worth $753K as of Q1 2026.
SAM Advisors left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.24% of SAM Advisors's portfolio in Q1 2026, its #32 holding.
SAM Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.