STALEY CAPITAL ADVISERS’s Phillips 66 PSX Stock Holding History

STALEY CAPITAL ADVISERS’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	$273K	Buy	+1,500	New	+$235K	0.01%	155
2025 Q4	–	Sell	-1,500	Closed	-$204K	–	199
2025 Q3	$204K	Buy	+1,500	New	+$192K	0.01%	187
2024 Q3	–	Sell	-1,500	Closed	-$212K	–	189
2024 Q2	$212K	Hold	1,500	–	–	0.01%	169
2024 Q1	$245K	Buy	+1,500	New	+$216K	0.01%	162
2023 Q1	–	Sell	-2,740	Closed	-$285K	–	182
2022 Q4	$285K	Hold	2,740	–	–	0.02%	141
2022 Q3	$221K	Hold	2,740	–	–	0.01%	152
2022 Q2	$225K	Hold	2,740	–	–	0.01%	153
2022 Q1	$237K	Buy	+2,740	New	+$231K	0.01%	158
2021 Q3	–	Sell	-3,060	Closed	-$263K	–	186
2021 Q2	$263K	Buy	3,060 +360	+13%	+$30.4K	0.01%	159
2021 Q1	$220K	Buy	+2,700	New	+$212K	0.01%	168
2020 Q1	–	Sell	-3,500	Closed	-$390K	–	169
2019 Q4	$390K	Hold	3,500	–	–	0.03%	129
2019 Q3	$358K	Hold	3,500	–	–	0.03%	128
2019 Q2	$327K	Hold	3,500	–	–	0.02%	133
2019 Q1	$333K	Hold	3,500	–	–	0.02%	126
2018 Q4	$302K	Hold	3,500	–	–	0.02%	130
2018 Q3	$395K	Hold	3,500	–	–	0.03%	119
2018 Q2	$393K	Hold	3,500	–	–	0.03%	120
2018 Q1	$336K	Hold	3,500	–	–	0.03%	114
2017 Q4	$354K	Hold	3,500	–	–	0.03%	118
2017 Q3	$321K	Hold	3,500	–	–	0.03%	126
2017 Q2	$289K	Hold	3,500	–	–	0.02%	130
2017 Q1	$277K	Hold	3,500	–	–	0.02%	117
2016 Q4	$302K	Hold	3,500	–	–	0.03%	109
2016 Q3	$282K	Hold	3,500	–	–	0.03%	106
2016 Q2	$278K	Hold	3,500	–	–	0.03%	108
2016 Q1	$303K	Hold	3,500	–	–	0.03%	99
2015 Q4	$286K	Hold	3,500	–	–	0.03%	104
2015 Q3	$269K	Hold	3,500	–	–	0.03%	109
2015 Q2	$282K	Hold	3,500	–	–	0.03%	107
2015 Q1	$275K	Hold	3,500	–	–	0.03%	108
2014 Q4	$251K	Hold	3,500	–	–	0.03%	104
2014 Q3	$285K	Hold	3,500	–	–	0.03%	102
2014 Q2	$282K	Hold	3,500	–	–	0.03%	105
2014 Q1	$270K	Hold	3,500	–	–	0.03%	109
2013 Q4	$270K	Hold	3,500	–	–	0.04%	103
2013 Q3	$202K	Hold	3,500	–	–	0.03%	111
2013 Q2	$206K	Buy	+3,500	New	+$220K	0.03%	99

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

STALEY CAPITAL ADVISERS's PSX Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS opened a new position in Phillips 66 (PSX) in Q1 2026: 1,500 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: STALEY CAPITAL ADVISERS previously reported a position in PSX as recently as Q3 2025.

STALEY CAPITAL ADVISERS first reported a position in PSX in Q2 2013 and has held it in 37 quarters since. The position peaked at $395K in Q3 2018. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

STALEY CAPITAL ADVISERS held 1,500 shares of Phillips 66 worth $273K as of Q1 2026.
Phillips 66 was a new STALEY CAPITAL ADVISERS position in Q1 2026.
Phillips 66 made up 0.01% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #155 holding.
STALEY CAPITAL ADVISERS first reported a position in Phillips 66 in Q2 2013 and has held it in 37 quarters since.
STALEY CAPITAL ADVISERS's Phillips 66 position peaked at $395K in Q3 2018.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.