Smith Group Asset Management’s Phillips 66 PSX Stock Holding History

Smith Group Asset 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	$1.85M	Hold	10,154	–	–	0.09%	65
2025 Q4	$1.31M	Buy	10,154 +43	+0.4%	+$5.79K	0.07%	81
2025 Q3	$1.38M	Buy	10,111 +27	+0.3%	+$3.46K	0.08%	75
2025 Q2	$1.2M	Hold	10,084	–	–	0.08%	83
2025 Q1	$1.25M	Hold	10,084	–	–	0.09%	80
2024 Q4	$1.15M	Buy	+10,084	New	+$1.28M	0.08%	86
2017 Q1	–	Sell	-200	Closed	-$17K	–	472
2016 Q4	$17K	Hold	200	–	–	﹤0.01%	394
2016 Q3	$16K	Buy	200 +20	+11%	+$1.55K	﹤0.01%	401
2016 Q2	$14K	Hold	180	–	–	﹤0.01%	418
2016 Q1	$16K	Buy	+180	New	+$14.6K	﹤0.01%	378

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

Smith Group Asset Management's PSX Position: Q1 2026 in Review

Smith Group Asset Management held its Phillips 66 (PSX) position steady in Q1 2026 at 10,154 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #65.

Smith Group Asset Management first reported a position in PSX in Q1 2016 and has held it in 10 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Smith Group Asset Management held 10,154 shares of Phillips 66 worth $1.85M as of Q1 2026.
Smith Group Asset Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.09% of Smith Group Asset Management's portfolio in Q1 2026, its #65 holding.
Smith Group Asset Management first reported a position in Phillips 66 in Q1 2016 and has held it in 10 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.