Simmons Bank’s Phillips 66 PSX Stock Holding History

Simmons Bank’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	$13.7M	Buy	75,232 +913	+1%	+$143K	0.92%	26
2025 Q4	$9.59M	Buy	74,319 +1,176	+2%	+$158K	0.64%	38
2025 Q3	$9.95M	Sell	73,143 -455	-0.6%	-$58.3K	0.66%	35
2025 Q2	$8.78M	Sell	73,598 -721	-1%	-$80.8K	0.63%	39
2025 Q1	$9.18M	Sell	74,319 -1,489	-2%	-$184K	0.69%	39
2024 Q4	$8.64M	Buy	75,808 +2,426	+3%	+$309K	0.63%	40
2024 Q3	$9.65M	Buy	73,382 +329	+0.5%	+$44.4K	0.7%	37
2024 Q2	$10.3M	Sell	73,053 -529	-0.7%	-$78.3K	0.78%	33
2024 Q1	$12M	Buy	73,582 +3,435	+5%	+$495K	0.9%	26
2023 Q4	$9.34M	Buy	70,147 +2,317	+3%	+$277K	0.76%	32
2023 Q3	$8.15M	Buy	67,830 +3,162	+5%	+$355K	0.72%	37
2023 Q2	$6.17M	Buy	64,668 +3,796	+6%	+$369K	0.52%	52
2023 Q1	$6.17M	Buy	60,872 +7,680	+14%	+$781K	0.53%	51
2022 Q4	$5.54M	Sell	53,192 -219	-0.4%	-$22.4K	0.48%	59
2022 Q3	$4.31M	Buy	53,411 +817	+2%	+$69.6K	0.4%	64
2022 Q2	$4.31M	Buy	52,594 +5,913	+13%	+$547K	0.38%	72
2022 Q1	$4.03M	Buy	46,681 +184	+0.4%	+$15.5K	0.3%	84
2021 Q4	$3.37M	Sell	46,497 -2,706	-5%	-$205K	0.24%	94
2021 Q3	$3.45M	Sell	49,203 -898	-2%	-$65K	0.25%	91
2021 Q2	$4.3M	Sell	50,101 -1,092	-2%	-$92.2K	0.31%	80
2021 Q1	$4.17M	Sell	51,193 -349	-0.7%	-$27.4K	0.32%	78
2020 Q4	$3.6M	Buy	51,542 +4,909	+11%	+$288K	0.29%	84
2020 Q3	$2.42M	Sell	46,633 -543	-1%	-$33.1K	0.2%	115
2020 Q2	$3.39M	Buy	47,176 +3,521	+8%	+$249K	0.28%	85
2020 Q1	$2.34M	Buy	43,655 +3,045	+7%	+$248K	0.2%	95
2019 Q4	$4.52M	Sell	40,610 -252	-0.6%	-$28.3K	0.41%	57
2019 Q3	$4.18M	Sell	40,862 -898	-2%	-$90K	0.41%	56
2019 Q2	$3.91M	Buy	41,760 +6,318	+18%	+$567K	0.38%	58
2019 Q1	$3.37M	Buy	35,442 +432	+1%	+$41.1K	0.33%	63
2018 Q4	$3.02M	Buy	35,010 +11,239	+47%	+$1.1M	0.34%	61
2018 Q3	$2.68M	Buy	23,771 +1,073	+5%	+$124K	0.26%	84
2018 Q2	$2.55M	Buy	22,698 +125	+0.6%	+$14.1K	0.23%	88
2018 Q1	$2.17M	Buy	22,573 +48	+0.2%	+$4.67K	0.19%	97
2017 Q4	$2.28M	Sell	22,525 -1,066	-5%	-$101K	0.23%	93
2017 Q3	$2.16M	Buy	23,591 +5,906	+33%	+$500K	0.22%	98
2017 Q2	$1.46M	Sell	17,685 -147	-0.8%	-$11.5K	0.16%	121
2017 Q1	$1.41M	Buy	17,832 +320	+2%	+$25.8K	0.16%	119
2016 Q4	$1.51M	Hold	17,512	–	–	0.17%	118
2016 Q3	$1.41M	Sell	17,512 -268	-2%	-$20.8K	0.16%	119
2016 Q2	$1.41M	Buy	17,780 +2,560	+17%	+$209K	0.16%	121
2016 Q1	$1.32M	Buy	+15,220	New	+$1.24M	0.15%	132

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

Simmons Bank's PSX Position: Q1 2026 in Review

Simmons Bank increased its Phillips 66 (PSX) stake by 1.2% in Q1 2026, buying an estimated $143K and bringing the position to 75,232 shares worth $13.7M. The position accounts for 0.92% of the portfolio, ranked #26.

Simmons Bank first reported a position in PSX in Q1 2016 and has held it in 41 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Simmons Bank held 75,232 shares of Phillips 66 worth $13.7M as of Q1 2026.
Simmons Bank bought 913 Phillips 66 shares in Q1 2026, an estimated $143K.
Phillips 66 made up 0.92% of Simmons Bank's portfolio in Q1 2026, its #26 holding.
Simmons Bank first reported a position in Phillips 66 in Q1 2016 and has held it in 41 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.