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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
Q2 		– Sell
-149,104
Closed -$27.2M – 96
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 $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

SIR Capital Management's PSX Position: Q2 2026 in Review

SIR Capital Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 149,104 shares — an estimated $27.2M sold.

SIR Capital Management first reported a position in PSX in Q4 2013 and held it in 18 quarters. The position peaked at $47.9M in Q3 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SIR Capital Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • SIR Capital Management sold 149,104 Phillips 66 shares in Q2 2026, an estimated $27.2M.
  • SIR Capital Management first reported a position in Phillips 66 in Q4 2013 and held it in 18 quarters.
  • SIR Capital Management's Phillips 66 position peaked at $47.9M in Q3 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.