Searle & Co’s Phillips 66 PSX Stock Holding History

Searle & Co’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	$1.36M	Hold	8,017	–	–	0.3%	67
2026 Q1	$1.46M	Hold	8,017	–	–	0.37%	68
2025 Q4	$1.03M	Hold	8,017	–	–	0.27%	77
2025 Q3	$1.09M	Hold	8,017	–	–	0.29%	77
2025 Q2	$956K	Sell	8,017 -8	-0.1%	-$896	0.27%	81
2025 Q1	$991K	Hold	8,025	–	–	0.28%	76
2024 Q4	$914K	Sell	8,025 -259	-3%	-$32.9K	0.26%	76
2024 Q3	$1.09M	Sell	8,284 -2,099	-20%	-$283K	0.27%	74
2024 Q2	$1.47M	Hold	10,383	–	–	0.34%	65
2024 Q1	$1.7M	Hold	10,383	–	–	0.43%	57
2023 Q4	$1.38M	Buy	10,383 +2,212	+27%	+$264K	0.38%	63
2023 Q3	$982K	Hold	8,171	–	–	0.33%	64
2023 Q2	$911K	Buy	8,171 +12	+0.1%	+$1.17K	0.28%	70
2023 Q1	$808K	Sell	8,159 -524	-6%	-$53.3K	0.26%	74
2022 Q4	$904K	Buy	8,683 +8	+0.1%	+$818	0.31%	71
2022 Q3	$700K	Hold	8,675	–	–	0.27%	81
2022 Q2	$711K	Buy	8,675 +3,000	+53%	+$278K	0.28%	81
2022 Q1	$490K	Hold	5,675	–	–	0.18%	99
2021 Q4	$411K	Buy	5,675 +2,134	+60%	+$161K	0.15%	113
2021 Q3	$248K	Hold	3,541	–	–	0.1%	130
2021 Q2	$304K	Hold	3,541	–	–	0.12%	117
2021 Q1	$289K	Hold	3,541	–	–	0.13%	114
2020 Q4	$248K	Sell	3,541 -2,000	-36%	-$117K	0.12%	119
2020 Q3	$287K	Hold	5,541	–	–	0.16%	108
2020 Q2	$398K	Hold	5,541	–	–	0.23%	85
2020 Q1	$297K	Sell	5,541 -775	-12%	-$63.1K	0.21%	91
2019 Q4	$704K	Sell	6,316 -632	-9%	-$71K	0.39%	69
2019 Q3	$711K	Sell	6,948 -126	-2%	-$12.6K	0.42%	67
2019 Q2	$662K	Hold	7,074	–	–	0.4%	65
2019 Q1	$673K	Hold	7,074	–	–	0.42%	65
2018 Q4	$609K	Hold	7,074	–	–	0.43%	66
2018 Q3	$797K	Hold	7,074	–	–	0.47%	62
2018 Q2	$794K	Hold	7,074	–	–	0.5%	58
2018 Q1	$679K	Hold	7,074	–	–	0.44%	65
2017 Q4	$716K	Buy	7,074 +132	+2%	+$12.5K	0.45%	71
2017 Q3	$636K	Hold	6,942	–	–	0.42%	72
2017 Q2	$574K	Sell	6,942 -50	-0.7%	-$3.92K	0.39%	76
2017 Q1	$554K	Sell	6,992 -66	-0.9%	-$5.32K	0.39%	77
2016 Q4	$610K	Hold	7,058	–	–	0.51%	64
2016 Q3	$563K	Buy	+7,058	New	+$549K	0.49%	60
2016 Q2	–	Sell	-6,958	Closed	-$596K	–	80
2016 Q1	$596K	Buy	6,958 +226	+3%	+$18.4K	0.55%	55
2015 Q4	$539K	Buy	6,732 +2,182	+48%	+$188K	0.52%	57
2015 Q3	$350K	Sell	4,550 -2,000	-31%	-$159K	0.36%	79
2015 Q2	$527K	Hold	6,550	–	–	0.44%	63
2015 Q1	$514K	Hold	6,550	–	–	0.44%	63
2014 Q4	$469K	Buy	+6,550	New	+$483K	0.4%	68

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Searle & Co's PSX Position: Q2 2026 in Review

Searle & Co held its Phillips 66 (PSX) position steady in Q2 2026 at 8,017 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #67.

Searle & Co first reported a position in PSX in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.7M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Searle & Co held 8,017 shares of Phillips 66 worth $1.36M as of Q2 2026.
Searle & Co left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.3% of Searle & Co's portfolio in Q2 2026, its #67 holding.
Searle & Co first reported a position in Phillips 66 in Q4 2014 and has held it in 46 quarters since.
Searle & Co's Phillips 66 position peaked at $1.7M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.