Stifel Financial
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Stifel Financial’s Phillips 66 PSX Stock Holding History

Stifel Financial’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
2014
Q4 		– Sell
-200
Closed -$16K – 2418
2014
Q3 		$16K Sell
200
-7,100
-97% -$591K ﹤0.01% 2189
2014
Q2 		$592K Buy
+7,300
New +$601K 0.01% 1397

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

Stifel Financial's PSX Position: Q1 2026 in Review

Stifel Financial reduced its Phillips 66 (PSX) stake by 38% in Q1 2026, selling an estimated $24.6M and leaving 253,785 shares worth $46.2M. The position accounts for 0.04% of the portfolio, ranked #383.

Stifel Financial first reported a position in PSX in Q1 2014 and has held it in 49 quarters since. The position peaked at $69.8M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Stifel Financial held 253,785 shares of Phillips 66 worth $46.2M as of Q1 2026.
  • Stifel Financial sold 156,744 Phillips 66 shares in Q1 2026, an estimated $24.6M.
  • Phillips 66 made up 0.04% of Stifel Financial's portfolio in Q1 2026, its #383 holding.
  • Stifel Financial first reported a position in Phillips 66 in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Phillips 66 position peaked at $69.8M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.