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 | $13.7M | Sell |
75,000
-4,900
| -6% | -$768K | ﹤0.01% | 3014 |
|
|
2025
Q4 | $10.3M | Hold |
79,900
| – | – | ﹤0.01% | 3256 |
|
|
2025
Q3 | $10.9M | Buy |
79,900
+7,000
| +10% | +$897K | ﹤0.01% | 3201 |
|
|
2025
Q2 | $8.7M | Buy |
72,900
+60,000
| +465% | +$6.72M | ﹤0.01% | 3224 |
|
|
2025
Q1 | $1.59M | Sell |
12,900
-25,500
| -66% | -$3.14M | ﹤0.01% | 4891 |
|
|
2024
Q4 | $4.37M | Sell |
38,400
-8,500
| -18% | -$1.08M | ﹤0.01% | 3977 |
|
|
2024
Q3 | $6.17M | Hold |
46,900
| – | – | ﹤0.01% | 2854 |
|
|
2024
Q2 | $6.62M | Buy |
46,900
+19,700
| +72% | +$2.92M | ﹤0.01% | 2586 |
|
|
2024
Q1 | $4.44M | Sell |
27,200
-42,300
| -61% | -$6.1M | ﹤0.01% | 3098 |
|
|
2023
Q4 | $9.25M | Buy |
69,500
+59,500
| +595% | +$7.11M | ﹤0.01% | 2162 |
|
|
2023
Q3 | $1.2M | Buy |
+10,000
| New | +$1.12M | ﹤0.01% | 3914 |
|
|
2023
Q1 | – | Sell |
-30,000
| Closed | -$3.12M | – | 10213 |
|
|
2022
Q4 | $3.12M | Buy |
+30,000
| New | +$3.07M | ﹤0.01% | 2936 |
|
|
2021
Q3 | – | Sell |
-25,000
| Closed | -$2.15M | – | 9967 |
|
|
2021
Q2 | $2.15M | Buy |
+25,000
| New | +$2.11M | ﹤0.01% | 3511 |
|
|
2021
Q1 | – | Sell |
-25,300
| Closed | -$1.77M | – | 9368 |
|
|
2020
Q4 | $1.77M | Hold |
25,300
| – | – | ﹤0.01% | 3510 |
|
|
2020
Q3 | $1.31M | Hold |
25,300
| – | – | ﹤0.01% | 3441 |
|
|
2020
Q2 | $1.82M | Sell |
25,300
-52,200
| -67% | -$3.7M | ﹤0.01% | 2967 |
|
|
2020
Q1 | $4.16M | Buy |
77,500
+52,500
| +210% | +$4.27M | ﹤0.01% | 2092 |
|
|
2019
Q4 | $2.79M | Sell |
25,000
-11,500
| -32% | -$1.29M | ﹤0.01% | 3212 |
|
|
2019
Q3 | $3.74M | Buy |
36,500
+28,300
| +345% | +$2.84M | ﹤0.01% | 2664 |
|
|
2019
Q2 | $767K | Buy |
+8,200
| New | +$736K | ﹤0.01% | 3958 |
|
|
2019
Q1 | – | Sell |
-54,800
| Closed | -$4.72M | – | 8063 |
|
|
2018
Q4 | $4.72M | Buy |
54,800
+28,800
| +111% | +$2.81M | ﹤0.01% | 2204 |
|
|
2018
Q3 | $2.93M | Buy |
+26,000
| New | +$3.01M | ﹤0.01% | 2848 |
|
|
2018
Q2 | – | Sell |
-27,500
| Closed | -$2.64M | – | 8186 |
|
|
2018
Q1 | $2.64M | Sell |
27,500
-89,600
| -77% | -$8.72M | ﹤0.01% | 2899 |
|
|
2017
Q4 | $11.8M | Sell |
117,100
-73,100
| -38% | -$6.95M | ﹤0.01% | 1589 |
|
|
2017
Q3 | $17.4M | Buy |
190,200
+168,100
| +761% | +$14.2M | 0.01% | 1194 |
|
|
2017
Q2 | $1.83M | Hold |
22,100
| – | – | ﹤0.01% | 3095 |
|
|
2017
Q1 | $1.75M | Sell |
22,100
-39,100
| -64% | -$3.15M | ﹤0.01% | 3051 |
|
|
2016
Q4 | $5.29M | Buy |
61,200
+11,000
| +22% | +$914K | ﹤0.01% | 2039 |
|
|
2016
Q3 | $4.04M | Buy |
50,200
+50,000
| +25,000% | +$3.89M | ﹤0.01% | 2211 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 6465 |
|
|
2016
Q1 | $17K | Sell |
200
-2,700
| -93% | -$219K | ﹤0.01% | 6322 |
|
|
2015
Q4 | $237K | Sell |
2,900
-107,700
| -97% | -$9.29M | ﹤0.01% | 4540 |
|
|
2015
Q3 | $8.5M | Sell |
110,600
-1,400
| -1% | -$111K | 0.01% | 1512 |
|
|
2015
Q2 | $9.02M | Sell |
112,000
-587,700
| -84% | -$46.7M | 0.01% | 1555 |
|
|
2015
Q1 | $55M | Sell |
699,700
-416,500
| -37% | -$30.6M | 0.04% | 477 |
|
|
2014
Q4 | $80M | Buy |
+1,116,200
| New | +$82.3M | 0.06% | 356 |
|
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.