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Stack Financial Management’s Phillips 66 PSX Stock Holding History

Stack Financial 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 		$36.3M Sell
214,827
-2,458
-1% -$423K 2.83% 9
2026
Q1 		$39.6M Sell
217,285
-188
-0.1% -$29.5K 2.91% 8
2025
Q4 		$28.1M Sell
217,473
-1,866
-0.9% -$251K 2.14% 13
2025
Q3 		$29.8M Sell
219,339
-2,517
-1% -$322K 2.48% 12
2025
Q2 		$26.5M Sell
221,856
-2,276
-1% -$255K 2.34% 14
2025
Q1 		$27.7M Sell
224,132
-1,318
-0.6% -$162K 2.31% 13
2024
Q4 		$25.7M Sell
225,450
-1,196
-0.5% -$152K 2.35% 13
2024
Q3 		$29.8M Buy
226,646
+1,035
+0.5% +$140K 2.67% 11
2024
Q2 		$31.8M Sell
225,611
-293
-0.1% -$43.4K 2.95% 10
2024
Q1 		$36.9M Buy
225,904
+353
+0.2% +$50.9K 3.39% 8
2023
Q4 		$30M Sell
225,551
-3,735
-2% -$446K 3.39% 7
2023
Q3 		$27.5M Sell
229,286
-501
-0.2% -$56.2K 3.21% 7
2023
Q2 		$21.9M Buy
229,787
+447
+0.2% +$43.5K 2.45% 15
2023
Q1 		$23.3M Buy
229,340
+3,970
+2% +$404K 2.83% 12
2022
Q4 		$23.5M Buy
225,370
+568
+0.3% +$58.1K 2.36% 12
2022
Q3 		$18.1M Buy
224,802
+2,493
+1% +$212K 1.9% 20
2022
Q2 		$18.2M Sell
222,309
-2,386
-1% -$221K 1.81% 21
2022
Q1 		$19.4M Buy
224,695
+9,270
+4% +$780K 1.56% 28
2021
Q4 		$15.6M Sell
215,425
-5,622
-3% -$425K 1.35% 34
2021
Q3 		$15.5M Buy
221,047
+2,108
+1% +$153K 1.48% 34
2021
Q2 		$18.8M Buy
218,939
+1,799
+0.8% +$152K 1.61% 25
2021
Q1 		$17.7M Buy
+217,140
New +$17M 1.5% 29

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

Stack Financial Management's PSX Position: Q2 2026 in Review

Stack Financial Management reduced its Phillips 66 (PSX) stake by 1.1% in Q2 2026, selling an estimated $423K and leaving 214,827 shares worth $36.3M. The position accounts for 2.83% of the portfolio, ranked #9.

Stack Financial Management first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.6M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Stack Financial Management held 214,827 shares of Phillips 66 worth $36.3M as of Q2 2026.
  • Stack Financial Management sold 2,458 Phillips 66 shares in Q2 2026, an estimated $423K.
  • Phillips 66 made up 2.83% of Stack Financial Management's portfolio in Q2 2026, its #9 holding.
  • Stack Financial Management first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • Stack Financial Management's Phillips 66 position peaked at $39.6M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.