SFO
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Stokes Family Office’s Phillips 66 PSX Stock Holding History

Stokes Family Office’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 		$441K Sell
2,421
-626
-21% -$98.1K 0.05% 197
2025
Q4 		$393K Sell
3,047
-44
-1% -$5.92K 0.04% 223
2025
Q3 		$420K Buy
3,091
+761
+33% +$97.5K 0.04% 195
2025
Q2 		$278K Hold
2,330
– – 0.03% 206
2025
Q1 		$288K Sell
2,330
-49
-2% -$6.04K 0.03% 195
2024
Q4 		$271K Sell
2,379
-7
-0.3% -$890 0.03% 200
2024
Q3 		$314K Hold
2,386
– – 0.03% 188
2024
Q2 		$337K Buy
2,386
+35
+1% +$5.18K 0.04% 181
2024
Q1 		$384K Hold
2,351
– – 0.05% 169
2023
Q4 		$313K Sell
2,351
-637
-21% -$76.1K 0.04% 173
2023
Q3 		$359K Buy
2,988
+85
+3% +$9.54K 0.04% 217
2023
Q2 		$277K Buy
2,903
+390
+16% +$37.9K 0.03% 254
2023
Q1 		$255K Buy
2,513
+160
+7% +$16.3K 0.03% 248
2022
Q4 		$245K Buy
+2,353
New +$241K 0.03% 238
2020
Q1 		– Sell
-1,840
Closed -$202K – 126
2019
Q4 		$202K Buy
+1,840
New +$207K 0.04% 124

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

Stokes Family Office's PSX Position: Q1 2026 in Review

Stokes Family Office reduced its Phillips 66 (PSX) stake by 21% in Q1 2026, selling an estimated $98.1K and leaving 2,421 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #197.

Stokes Family Office first reported a position in PSX in Q4 2019 and has held it in 15 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Stokes Family Office held 2,421 shares of Phillips 66 worth $441K as of Q1 2026.
  • Stokes Family Office sold 626 Phillips 66 shares in Q1 2026, an estimated $98.1K.
  • Phillips 66 made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #197 holding.
  • Stokes Family Office first reported a position in Phillips 66 in Q4 2019 and has held it in 15 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.