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Smith, Moore & Co’s Phillips 66 PSX Stock Holding History

Smith, Moore & Co’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 		$1.78M Buy
9,773
+109
+1% +$17.1K 0.13% 149
2025
Q4 		$1.25M Sell
9,664
-304
-3% -$40.9K 0.09% 177
2025
Q3 		$1.36M Sell
9,968
-40
-0.4% -$5.13K 0.1% 166
2025
Q2 		$1.19M Buy
10,008
+164
+2% +$18.4K 0.1% 176
2025
Q1 		$1.22M Sell
9,844
-888
-8% -$109K 0.11% 176
2024
Q4 		$1.22M Buy
10,732
+91
+0.9% +$11.6K 0.11% 167
2024
Q3 		$1.4M Sell
10,641
-1,450
-12% -$196K 0.13% 142
2024
Q2 		$1.71M Buy
12,091
+241
+2% +$35.7K 0.18% 114
2024
Q1 		$1.94M Sell
11,850
-870
-7% -$125K 0.21% 99
2023
Q4 		$1.69M Buy
12,720
+78
+0.6% +$9.32K 0.2% 99
2023
Q3 		$1.52M Buy
12,642
+859
+7% +$96.4K 0.2% 98
2023
Q2 		$1.12M Buy
11,783
+728
+7% +$70.8K 0.14% 128
2023
Q1 		$1.12M Buy
11,055
+127
+1% +$12.9K 0.15% 125
2022
Q4 		$1.14M Sell
10,928
-221
-2% -$22.6K 0.16% 120
2022
Q3 		$900K Sell
11,149
-814
-7% -$69.4K 0.14% 133
2022
Q2 		$981K Sell
11,963
-409
-3% -$37.8K 0.15% 132
2022
Q1 		$1.07M Buy
12,372
+443
+4% +$37.3K 0.15% 139
2021
Q4 		$864K Buy
11,929
+160
+1% +$12.1K 0.12% 177
2021
Q3 		$824K Sell
11,769
-79
-0.7% -$5.72K 0.13% 169
2021
Q2 		$1.02M Buy
11,848
+466
+4% +$39.3K 0.15% 141
2021
Q1 		$928K Buy
11,382
+709
+7% +$55.6K 0.15% 142
2020
Q4 		$746K Sell
10,673
-931
-8% -$54.7K 0.14% 151
2020
Q3 		$602K Buy
11,604
+2,363
+26% +$144K 0.13% 169
2020
Q2 		$664K Sell
9,241
-889
-9% -$62.9K 0.15% 133
2020
Q1 		$543K Sell
10,130
-150
-1% -$12.2K 0.14% 138
2019
Q4 		$1.15M Buy
10,280
+82
+0.8% +$9.21K 0.24% 80
2019
Q3 		$1.04M Sell
10,198
-381
-4% -$38.2K 0.23% 84
2019
Q2 		$990K Buy
10,579
+438
+4% +$39.3K 0.22% 87
2019
Q1 		$965K Sell
10,141
-627
-6% -$59.6K 0.23% 88
2018
Q4 		$928K Sell
10,768
-73
-0.7% -$7.13K 0.25% 83
2018
Q3 		$1.22M Buy
10,841
+702
+7% +$81.2K 0.28% 68
2018
Q2 		$1.14M Buy
10,139
+335
+3% +$37.7K 0.29% 68
2018
Q1 		$940K Buy
9,804
+295
+3% +$28.7K 0.25% 74
2017
Q4 		$962K Buy
9,509
+863
+10% +$82K 0.26% 72
2017
Q3 		$792K Buy
8,646
+1,558
+22% +$132K 0.23% 87
2017
Q2 		$586K Buy
7,088
+200
+3% +$15.7K 0.2% 97
2017
Q1 		$546K Sell
6,888
-1,499
-18% -$121K 0.2% 96
2016
Q4 		$725K Buy
8,387
+12
+0.1% +$998 0.28% 69
2016
Q3 		$675K Buy
8,375
+1
+0% +$78 0.27% 74
2016
Q2 		$664K Sell
8,374
-889
-10% -$72.6K 0.28% 78
2016
Q1 		$833K Buy
9,263
+540
+6% +$43.9K 0.36% 56
2015
Q4 		$714K Buy
8,723
+1,187
+16% +$102K 0.36% 56
2015
Q3 		$579K Buy
7,536
+350
+5% +$27.8K 0.32% 56
2015
Q2 		$579K Buy
7,186
+100
+1% +$7.95K 0.29% 58
2015
Q1 		$557K Sell
7,086
-691
-9% -$50.7K 0.29% 64
2014
Q4 		$558K Buy
7,777
+1,550
+25% +$114K 0.3% 66
2014
Q3 		$506K Buy
6,227
+133
+2% +$11.1K 0.28% 65
2014
Q2 		$490K Hold
6,094
– – 0.3% 62
2014
Q1 		$470K Sell
6,094
-650
-10% -$49.5K 0.28% 73
2013
Q4 		$520K Buy
+6,744
New +$450K 0.33% 66

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

Smith, Moore & Co's PSX Position: Q1 2026 in Review

Smith, Moore & Co increased its Phillips 66 (PSX) stake by 1.1% in Q1 2026, buying an estimated $17.1K and bringing the position to 9,773 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #149.

Smith, Moore & Co first reported a position in PSX in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.94M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Smith, Moore & Co held 9,773 shares of Phillips 66 worth $1.78M as of Q1 2026.
  • Smith, Moore & Co bought 109 Phillips 66 shares in Q1 2026, an estimated $17.1K.
  • Phillips 66 made up 0.13% of Smith, Moore & Co's portfolio in Q1 2026, its #149 holding.
  • Smith, Moore & Co first reported a position in Phillips 66 in Q4 2013 and has held it in 50 quarters since.
  • Smith, Moore & Co's Phillips 66 position peaked at $1.94M in Q1 2024.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.