Stoneridge Investment Partners’s Phillips 66 PSX Stock Holding History

Stoneridge Investment Partners’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	$355K	Hold	1,679	–	–	0.23%	123
2026 Q1	$306K	Sell	1,679 -6	-0.4%	-$940	0.22%	83
2025 Q4	$217K	Buy	+1,685	New	+$227K	0.15%	95
2020 Q3	–	Sell	-3,023	Closed	-$217K	–	132
2020 Q2	$217K	Buy	+3,023	New	+$214K	0.09%	109
2017 Q4	–	Sell	-35,161	Closed	-$3.22M	–	253
2017 Q3	$3.22M	Sell	35,161 -2,288	-6%	-$194K	0.51%	80
2017 Q2	$3.1M	Buy	+37,449	New	+$2.94M	0.46%	84
2016 Q4	–	Sell	-32,886	Closed	-$2.65M	–	329
2016 Q3	$2.65M	Sell	32,886 -2,831	-8%	-$220K	0.38%	97
2016 Q2	$2.83M	Buy	+35,717	New	+$2.92M	0.42%	77
2015 Q4	–	Sell	-24,262	Closed	-$1.86M	–	303
2015 Q3	$1.86M	Sell	24,262 -64,076	-73%	-$5.09M	0.26%	115
2015 Q2	$7.12M	Sell	88,338 -600	-0.7%	-$47.7K	0.88%	28
2015 Q1	$6.99M	Buy	88,938 +10,886	+14%	+$799K	0.82%	29
2014 Q4	$5.6M	Buy	+78,052	New	+$5.76M	0.74%	34

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stoneridge Investment Partners's PSX Position: Q2 2026 in Review

Stoneridge Investment Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 1,679 shares worth $355K. The position accounts for 0.23% of the portfolio, ranked #123.

Stoneridge Investment Partners first reported a position in PSX in Q4 2014 and has held it in 12 quarters since. The position peaked at $7.12M in Q2 2015. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Stoneridge Investment Partners held 1,679 shares of Phillips 66 worth $355K as of Q2 2026.
Stoneridge Investment Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.23% of Stoneridge Investment Partners's portfolio in Q2 2026, its #123 holding.
Stoneridge Investment Partners first reported a position in Phillips 66 in Q4 2014 and has held it in 12 quarters since.
Stoneridge Investment Partners's Phillips 66 position peaked at $7.12M in Q2 2015.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.