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SIR Capital Management’s Phillips 66 PSX Stock Holding History

SIR 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
Q1 		$27.2M Buy
149,104
+42,174
+39% +$6.61M 2.54% 13
2025
Q4 		$13.8M Buy
+106,930
New +$14.4M 1.53% 22
2025
Q3 		– Sell
-120,803
Closed -$14.4M – 97
2025
Q2 		$14.4M Buy
+120,803
New +$13.5M 1.29% 24
2025
Q1 		– Sell
-300,119
Closed -$34.2M – 91
2024
Q4 		$34.2M Sell
300,119
-64,505
-18% -$8.21M 3.53% 6
2024
Q3 		$47.9M Buy
364,624
+52,924
+17% +$7.15M 4.66% 4
2024
Q2 		$44M Buy
+311,700
New +$46.1M 4.38% 2
2024
Q1 		– Sell
-349,114
Closed -$46.5M – 79
2023
Q4 		$46.5M Buy
+349,114
New +$41.7M 4.76% 3
2022
Q2 		– Sell
-237,273
Closed -$20.5M – 91
2022
Q1 		$20.5M Sell
237,273
-397,731
-63% -$33.5M 3.6% 7
2021
Q4 		$46M Buy
635,004
+429,394
+209% +$32.5M 7.25% 1
2021
Q3 		$14.4M Buy
205,610
+72,710
+55% +$5.26M 2.11% 22
2021
Q2 		$11.4M Buy
+132,900
New +$11.2M 1.69% 23
2020
Q3 		– Sell
-205,279
Closed -$14.8M – 58
2020
Q2 		$14.8M Sell
205,279
-226,593
-52% -$16M 3.61% 10
2020
Q1 		$23.2M Buy
+431,872
New +$35.1M 9.98% 1
2019
Q3 		– Sell
-240,000
Closed -$22.4M – 56
2019
Q2 		$22.4M Buy
240,000
+95,962
+67% +$8.61M 3.92% 4
2019
Q1 		$13.7M Sell
144,038
-105,042
-42% -$9.98M 2.52% 18
2018
Q4 		$21.5M Buy
249,080
+24,944
+11% +$2.44M 7.14% 5
2018
Q3 		$25.3M Buy
+224,136
New +$25.9M 3.76% 5
2014
Q1 		– Sell
-60,600
Closed -$4.67M – 72
2013
Q4 		$4.67M Buy
+60,600
New +$4.04M 0.87% 28

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SIR Capital Management's PSX Position: Q1 2026 in Review

SIR Capital Management increased its Phillips 66 (PSX) stake by 39% in Q1 2026, buying an estimated $6.61M and bringing the position to 149,104 shares worth $27.2M. The position accounts for 2.54% of the portfolio, ranked #13.

SIR Capital Management first reported a position in PSX in Q4 2013 and has held it in 18 quarters since. The position peaked at $47.9M in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SIR Capital Management held 149,104 shares of Phillips 66 worth $27.2M as of Q1 2026.
  • SIR Capital Management bought 42,174 Phillips 66 shares in Q1 2026, an estimated $6.61M.
  • Phillips 66 made up 2.54% of SIR Capital Management's portfolio in Q1 2026, its #13 holding.
  • SIR Capital Management first reported a position in Phillips 66 in Q4 2013 and has held it in 18 quarters since.
  • SIR Capital Management's Phillips 66 position peaked at $47.9M in Q3 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.