UBS Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $574M | Buy |
3,149,505
+65,818
| +2% | +$10.3M | 0.09% | 238 |
|
|
2025
Q4 | $398M | Sell |
3,083,687
-1,348,908
| -30% | -$182M | 0.06% | 293 |
|
|
2025
Q3 | $603M | Buy |
4,432,595
+235,702
| +6% | +$30.2M | 0.09% | 201 |
|
|
2025
Q2 | $501M | Sell |
4,196,893
-436,975
| -9% | -$49M | 0.09% | 222 |
|
|
2025
Q1 | $572M | Sell |
4,633,868
-4,444,874
| -49% | -$548M | 0.11% | 188 |
|
|
2024
Q4 | $1.03B | Buy |
9,078,742
+5,437,195
| +149% | +$692M | 0.19% | 93 |
|
|
2024
Q3 | $479M | Sell |
3,641,547
-43,257
| -1% | -$5.84M | 0.1% | 182 |
|
|
2024
Q2 | $520M | Sell |
3,684,804
-82,513
| -2% | -$12.2M | 0.13% | 152 |
|
|
2024
Q1 | $615M | Buy |
3,767,317
+668,151
| +22% | +$96.3M | 0.15% | 123 |
|
|
2023
Q4 | $413M | Sell |
3,099,166
-538,683
| -15% | -$64.4M | 0.12% | 167 |
|
|
2023
Q3 | $437M | Sell |
3,637,849
-393,297
| -10% | -$44.1M | 0.15% | 133 |
|
|
2023
Q2 | $384M | Buy |
4,031,146
+309,474
| +8% | +$30.1M | 0.13% | 160 |
|
|
2023
Q1 | $377M | Sell |
3,721,672
-341,470
| -8% | -$34.7M | 0.14% | 146 |
|
|
2022
Q4 | $423M | Buy |
4,063,142
+272,502
| +7% | +$27.9M | 0.16% | 138 |
|
|
2022
Q3 | $306M | Sell |
3,790,640
-331,224
| -8% | -$28.2M | 0.13% | 160 |
|
|
2022
Q2 | $338M | Sell |
4,121,864
-1,308,306
| -24% | -$121M | 0.14% | 151 |
|
|
2022
Q1 | $469M | Buy |
5,430,170
+2,334,116
| +75% | +$196M | 0.16% | 132 |
|
|
2021
Q4 | $224M | Sell |
3,096,054
-198,822
| -6% | -$15M | 0.06% | 310 |
|
|
2021
Q3 | $231M | Sell |
3,294,876
-800,134
| -20% | -$57.9M | 0.07% | 272 |
|
|
2021
Q2 | $351M | Buy |
4,095,010
+179,540
| +5% | +$15.2M | 0.11% | 186 |
|
|
2021
Q1 | $319M | Buy |
3,915,470
+314,846
| +9% | +$24.7M | 0.11% | 197 |
|
|
2020
Q4 | $252M | Buy |
3,600,624
+134,827
| +4% | +$7.91M | 0.09% | 244 |
|
|
2020
Q3 | $180M | Buy |
3,465,797
+686,402
| +25% | +$41.9M | 0.07% | 261 |
|
|
2020
Q2 | $200M | Buy |
2,779,395
+2,079,173
| +297% | +$147M | 0.08% | 232 |
|
|
2020
Q1 | $37.6M | Sell |
700,222
-472,457
| -40% | -$38.4M | 0.02% | 668 |
|
|
2019
Q4 | $131M | Buy |
1,172,679
+70,170
| +6% | +$7.88M | 0.05% | 367 |
|
|
2019
Q3 | $113M | Sell |
1,102,509
-256,011
| -19% | -$25.7M | 0.04% | 372 |
|
|
2019
Q2 | $127M | Sell |
1,358,520
-48,012
| -3% | -$4.31M | 0.05% | 336 |
|
|
2019
Q1 | $134M | Buy |
1,406,532
+232,163
| +20% | +$22.1M | 0.06% | 306 |
|
|
2018
Q4 | $101M | Buy |
1,174,369
+324,029
| +38% | +$31.7M | 0.05% | 364 |
|
|
2018
Q3 | $95.8M | Sell |
850,340
-187,179
| -18% | -$21.6M | 0.04% | 418 |
|
|
2018
Q2 | $117M | Sell |
1,037,519
-95,311
| -8% | -$10.7M | 0.05% | 351 |
|
|
2018
Q1 | $109M | Buy |
1,132,830
+140,716
| +14% | +$13.7M | 0.05% | 362 |
|
|
2017
Q4 | $100M | Buy |
992,114
+224,168
| +29% | +$21.3M | 0.04% | 411 |
|
|
2017
Q3 | $70.4M | Sell |
767,946
-123,078
| -14% | -$10.4M | 0.03% | 476 |
|
|
2017
Q2 | $73.7M | Buy |
891,024
+81,129
| +10% | +$6.37M | 0.04% | 430 |
|
|
2017
Q1 | $64.2M | Buy |
809,895
+154,590
| +24% | +$12.5M | 0.04% | 462 |
|
|
2016
Q4 | $56.6M | Sell |
655,305
-60,007
| -8% | -$4.99M | 0.03% | 490 |
|
|
2016
Q3 | $57.6M | Sell |
715,312
-198
| -0% | -$15.4K | 0.03% | 470 |
|
|
2016
Q2 | $56.8M | Buy |
715,510
+100,411
| +16% | +$8.2M | 0.04% | 453 |
|
|
2016
Q1 | $53.3M | Sell |
615,099
-116,156
| -16% | -$9.44M | 0.04% | 448 |
|
|
2015
Q4 | $59.8M | Buy |
731,255
+307,771
| +73% | +$26.6M | 0.04% | 453 |
|
|
2015
Q3 | $32.5M | Buy |
423,484
+30,946
| +8% | +$2.46M | 0.02% | 645 |
|
|
2015
Q2 | $31.6M | Sell |
392,538
-52,254
| -12% | -$4.15M | 0.02% | 722 |
|
|
2015
Q1 | $35M | Sell |
444,792
-278,294
| -38% | -$20.4M | 0.02% | 658 |
|
|
2014
Q4 | $51.8M | Buy |
+723,086
| New | +$53.3M | 0.04% | 521 |
|
Other funds holding PSX
VCM
VPM
EIM
UBS Group's PSX Position: Q1 2026 in Review
UBS Group increased its Phillips 66 (PSX) stake by 2.1% in Q1 2026, buying an estimated $10.3M and bringing the position to 3,149,505 shares worth $574M. The position accounts for 0.09% of the portfolio, ranked #238.
UBS Group first reported a position in PSX in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.03B in Q4 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- UBS Group held 3,149,505 shares of Phillips 66 worth $574M as of Q1 2026.
- UBS Group bought 65,818 Phillips 66 shares in Q1 2026, an estimated $10.3M.
- Phillips 66 made up 0.09% of UBS Group's portfolio in Q1 2026, its #238 holding.
- UBS Group first reported a position in Phillips 66 in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Phillips 66 position peaked at $1.03B in Q4 2024.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.