SP
PSX icon

SWS Partners’s Phillips 66 PSX Stock Holding History

SWS 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
Q1 		$3.49M Sell
19,146
-397
-2% -$62.2K 0.86% 41
2025
Q4 		$2.52M Sell
19,543
-61
-0.3% -$8.21K 0.61% 58
2025
Q3 		$2.67M Buy
19,604
+1,006
+5% +$129K 0.65% 57
2025
Q2 		$2.22M Sell
18,598
-1,974
-10% -$221K 0.6% 59
2025
Q1 		$2.54M Sell
20,572
-775
-4% -$95.5K 0.83% 43
2024
Q4 		$2.43M Buy
21,347
+2,685
+14% +$342K 0.74% 52
2024
Q3 		$2.45M Sell
18,662
-6,100
-25% -$824K 0.78% 46
2024
Q2 		$3.49M Buy
24,762
+1,823
+8% +$270K 1.04% 32
2024
Q1 		$3.75M Sell
22,939
-648
-3% -$93.4K 1.12% 29
2023
Q4 		$3.14M Sell
23,587
-4,524
-16% -$541K 1.02% 33
2023
Q3 		$3.38M Sell
28,111
-3,052
-10% -$343K 1.25% 19
2023
Q2 		$2.97M Buy
31,163
+1,799
+6% +$175K 1.07% 29
2023
Q1 		$2.98M Buy
29,364
+878
+3% +$89.3K 1.11% 23
2022
Q4 		$2.96M Sell
28,486
-591
-2% -$60.5K 1.41% 18
2022
Q3 		$2.35M Buy
29,077
+2,479
+9% +$211K 1.09% 30
2022
Q2 		$2.18M Sell
26,598
-3,063
-10% -$283K 1.84% 18
2022
Q1 		$2.57M Buy
29,661
+5,718
+24% +$481K 1.68% 22
2021
Q4 		$1.74M Buy
23,943
+1,581
+7% +$120K 0.99% 59
2021
Q3 		$1.57M Buy
22,362
+3,363
+18% +$243K 0.97% 54
2021
Q2 		$1.63M Buy
18,999
+445
+2% +$37.6K 1.06% 47
2021
Q1 		$1.51M Buy
18,554
+891
+5% +$69.9K 1.04% 49
2020
Q4 		$1.24M Buy
17,663
+1,742
+11% +$102K 0.55% 75
2020
Q3 		$825K Buy
15,921
+2,686
+20% +$164K 0.41% 76
2020
Q2 		$821K Buy
+13,235
New +$937K 1.05% 47
2018
Q2 		– Sell
-92
Closed -$9K – 257
2018
Q1 		$9K Hold
92
– – 0.01% 270
2017
Q4 		$9K Buy
+92
New +$8.75K 0.01% 271

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

SWS Partners's PSX Position: Q1 2026 in Review

SWS Partners reduced its Phillips 66 (PSX) stake by 2% in Q1 2026, selling an estimated $62.2K and leaving 19,146 shares worth $3.49M. The position accounts for 0.86% of the portfolio, ranked #41.

SWS Partners first reported a position in PSX in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.75M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • SWS Partners held 19,146 shares of Phillips 66 worth $3.49M as of Q1 2026.
  • SWS Partners sold 397 Phillips 66 shares in Q1 2026, an estimated $62.2K.
  • Phillips 66 made up 0.86% of SWS Partners's portfolio in Q1 2026, its #41 holding.
  • SWS Partners first reported a position in Phillips 66 in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Phillips 66 position peaked at $3.75M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.