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Tower Bridge Advisors’s Phillips 66 PSX Stock Holding History

Tower Bridge Advisors’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 		$1.69M Sell
9,299
-849
-8% -$133K 0.16% 97
2025
Q4 		$1.31M Sell
10,148
-100
-1% -$13.5K 0.13% 98
2025
Q3 		$1.39M Sell
10,248
-1
-0% -$128 0.14% 99
2025
Q2 		$1.22M Sell
10,249
-300
-3% -$33.6K 0.13% 103
2025
Q1 		$1.3M Sell
10,549
-50
-0.5% -$6.16K 0.15% 100
2024
Q4 		$1.21M Sell
10,599
-13
-0.1% -$1.65K 0.13% 106
2024
Q3 		$1.39M Sell
10,612
-150
-1% -$20.3K 0.14% 104
2024
Q2 		$1.52M Buy
10,762
+150
+1% +$22.2K 0.17% 99
2024
Q1 		$1.73M Hold
10,612
– – 0.18% 103
2023
Q4 		$1.41M Sell
10,612
-300
-3% -$35.9K 0.12% 119
2023
Q3 		$1.31M Sell
10,912
-100
-0.9% -$11.2K 0.12% 119
2023
Q2 		$1.05M Sell
11,012
-4,593
-29% -$446K 0.1% 119
2023
Q1 		$1.58M Hold
15,605
– – 0.13% 123
2022
Q4 		$1.62M Hold
15,605
– – 0.13% 122
2022
Q3 		$1.26M Hold
15,605
– – 0.11% 121
2022
Q2 		$1.28M Hold
15,605
– – 0.1% 125
2022
Q1 		$1.35M Sell
15,605
-467
-3% -$39.3K 0.09% 132
2021
Q4 		$1.16M Hold
16,072
– – 0.07% 145
2021
Q3 		$1.13M Sell
16,072
-500
-3% -$36.2K 0.08% 145
2021
Q2 		$1.42M Buy
16,572
+79
+0.5% +$6.67K 0.09% 135
2021
Q1 		$1.34M Sell
16,493
-350
-2% -$27.5K 0.1% 131
2020
Q4 		$1.18M Buy
16,843
+10,634
+171% +$624K 0.1% 133
2020
Q3 		$322K Hold
6,209
– – 0.03% 157
2020
Q2 		$446K Sell
6,209
-1,285
-17% -$91K 0.05% 140
2020
Q1 		$402K Buy
7,494
+2,485
+50% +$202K 0.05% 138
2019
Q4 		$558K Sell
5,009
-2,635
-34% -$296K 0.06% 140
2019
Q3 		$915K Sell
7,644
-4,000
-34% -$401K 0.1% 125
2019
Q2 		$1.09M Hold
11,644
– – 0.12% 116
2019
Q1 		$1.11M Hold
11,644
– – 0.13% 111
2018
Q4 		$1M Hold
11,644
– – 0.13% 110
2018
Q3 		$1.31M Sell
11,644
-79
-0.7% -$9.13K 0.14% 113
2018
Q2 		$1.32M Buy
11,723
+79
+0.7% +$8.88K 0.15% 110
2018
Q1 		$1.12M Hold
11,644
– – 0.12% 116
2017
Q4 		$1.18M Sell
11,644
-75
-0.6% -$7.13K 0.13% 113
2017
Q3 		$1.07M Sell
11,719
-100
-0.8% -$8.47K 0.12% 112
2017
Q2 		$977K Hold
11,819
– – 0.11% 115
2017
Q1 		$936K Sell
11,819
-103
-0.9% -$8.3K 0.11% 116
2016
Q4 		$1.03M Buy
11,922
+75
+0.6% +$6.24K 0.12% 115
2016
Q3 		$954K Hold
11,847
– – 0.12% 118
2016
Q2 		$940K Sell
11,847
-400
-3% -$32.7K 0.12% 118
2016
Q1 		$1.06M Buy
12,247
+400
+3% +$32.5K 0.13% 109
2015
Q4 		$969K Hold
11,847
– – 0.13% 112
2015
Q3 		$910K Hold
11,847
– – 0.13% 109
2015
Q2 		$954K Hold
11,847
– – 0.12% 112
2015
Q1 		$931K Buy
11,847
+203
+2% +$14.9K 0.12% 113
2014
Q4 		$835K Hold
11,644
– – 0.1% 117
2014
Q3 		$947K Sell
11,644
-350
-3% -$29.1K 0.12% 115
2014
Q2 		$965K Hold
11,994
– – 0.12% 113
2014
Q1 		$924K Buy
11,994
+845
+8% +$64.3K 0.12% 108
2013
Q4 		$860K Sell
11,149
-68
-0.6% -$4.54K 0.11% 110
2013
Q3 		$649K Sell
11,217
-132
-1% -$7.65K 0.09% 120
2013
Q2 		$669K Buy
+11,349
New +$713K 0.1% 120

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

Tower Bridge Advisors's PSX Position: Q1 2026 in Review

Tower Bridge Advisors reduced its Phillips 66 (PSX) stake by 8.4% in Q1 2026, selling an estimated $133K and leaving 9,299 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #97.

Tower Bridge Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.73M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Tower Bridge Advisors held 9,299 shares of Phillips 66 worth $1.69M as of Q1 2026.
  • Tower Bridge Advisors sold 849 Phillips 66 shares in Q1 2026, an estimated $133K.
  • Phillips 66 made up 0.16% of Tower Bridge Advisors's portfolio in Q1 2026, its #97 holding.
  • Tower Bridge Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Tower Bridge Advisors's Phillips 66 position peaked at $1.73M in Q1 2024.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.