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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
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 $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

Stack Financial Management's PSX Position: Q1 2026 in Review

Stack Financial Management reduced its Phillips 66 (PSX) stake by 0.09% in Q1 2026, selling an estimated $29.5K and leaving 217,285 shares worth $39.6M. The position accounts for 2.91% of the portfolio, ranked #8.

Stack Financial Management first reported a position in PSX in Q1 2021 and has held it in 21 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Stack Financial Management held 217,285 shares of Phillips 66 worth $39.6M as of Q1 2026.
  • Stack Financial Management sold 188 Phillips 66 shares in Q1 2026, an estimated $29.5K.
  • Phillips 66 made up 2.91% of Stack Financial Management's portfolio in Q1 2026, its #8 holding.
  • Stack Financial Management first reported a position in Phillips 66 in Q1 2021 and has held it in 21 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.