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Smart Portfolios LLC’s Phillips 66 PSX Stock Holding History

Smart Portfolios LLC’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 		$702K Sell
3,855
-45
-1% -$7.05K 0.7% 51
2025
Q4 		$503K Hold
3,900
– – 0.5% 64
2025
Q3 		$530K Sell
3,900
-165
-4% -$21.1K 0.51% 61
2025
Q2 		$485K Hold
4,065
– – 0.49% 64
2025
Q1 		$502K Sell
4,065
-5
-0.1% -$616 0.55% 59
2024
Q4 		$464K Sell
4,070
-100
-2% -$12.7K 0.49% 70
2024
Q3 		$548K Sell
4,170
-30
-0.7% -$4.05K 0.56% 59
2024
Q2 		$593K Buy
4,200
+380
+10% +$56.2K 0.6% 50
2024
Q1 		$624K Hold
3,820
– – 0.66% 42
2023
Q4 		$552K Buy
+3,820
New +$457K 0.65% 41
2019
Q2 		– Sell
-232
Closed -$22K – 164
2019
Q1 		$22K Buy
232
+45
+24% +$4.28K 0.02% 125
2018
Q4 		$16K Buy
+187
New +$18.3K 0.01% 123

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Smart Portfolios LLC's PSX Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Phillips 66 (PSX) stake by 1.2% in Q1 2026, selling an estimated $7.05K and leaving 3,855 shares worth $702K. The position accounts for 0.7% of the portfolio, ranked #51.

Smart Portfolios LLC first reported a position in PSX in Q4 2018 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Smart Portfolios LLC held 3,855 shares of Phillips 66 worth $702K as of Q1 2026.
  • Smart Portfolios LLC sold 45 Phillips 66 shares in Q1 2026, an estimated $7.05K.
  • Phillips 66 made up 0.7% of Smart Portfolios LLC's portfolio in Q1 2026, its #51 holding.
  • Smart Portfolios LLC first reported a position in Phillips 66 in Q4 2018 and has held it in 12 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.