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 Q2	$1.72M	Hold	10,154	–	–	0.07%	81
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Smith Group Asset Management's PSX Position: Q2 2026 in Review

Smith Group Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 10,154 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #81.

Smith Group Asset Management first reported a position in PSX in Q1 2016 and has held it in 11 quarters since. The position peaked at $1.85M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Smith Group Asset Management held 10,154 shares of Phillips 66 worth $1.72M as of Q2 2026.
Smith Group Asset Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of Smith Group Asset Management's portfolio in Q2 2026, its #81 holding.
Smith Group Asset Management first reported a position in Phillips 66 in Q1 2016 and has held it in 11 quarters since.
Smith Group Asset Management's Phillips 66 position peaked at $1.85M in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.