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 | $14.2M | Sell |
78,000
-8,800
| -10% | -$1.38M | ﹤0.01% | 2969 |
|
|
2025
Q4 | $11.2M | Hold |
86,800
| – | – | ﹤0.01% | 3168 |
|
|
2025
Q3 | $11.8M | Sell |
86,800
-32,600
| -27% | -$4.18M | ﹤0.01% | 3111 |
|
|
2025
Q2 | $14.2M | Buy |
119,400
+60,000
| +101% | +$6.72M | ﹤0.01% | 2729 |
|
|
2025
Q1 | $7.33M | Sell |
59,400
-13,100
| -18% | -$1.61M | ﹤0.01% | 3382 |
|
|
2024
Q4 | $8.26M | Hold |
72,500
| – | – | ﹤0.01% | 3273 |
|
|
2024
Q3 | $9.53M | Hold |
72,500
| – | – | ﹤0.01% | 2414 |
|
|
2024
Q2 | $10.2M | Buy |
72,500
+18,000
| +33% | +$2.66M | ﹤0.01% | 2197 |
|
|
2024
Q1 | $8.9M | Buy |
54,500
+15,400
| +39% | +$2.22M | ﹤0.01% | 2375 |
|
|
2023
Q4 | $5.21M | Buy |
39,100
+19,000
| +95% | +$2.27M | ﹤0.01% | 2749 |
|
|
2023
Q3 | $2.42M | Buy |
+20,100
| New | +$2.26M | ﹤0.01% | 3265 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$10.1K | – | 9479 |
|
|
2023
Q1 | $10.1K | Sell |
100
-1,300
| -93% | -$132K | ﹤0.01% | 7603 |
|
|
2022
Q4 | $146K | Hold |
1,400
| – | – | ﹤0.01% | 5754 |
|
|
2022
Q3 | $113K | Buy |
1,400
+700
| +100% | +$59.7K | ﹤0.01% | 5608 |
|
|
2022
Q2 | $57K | Buy |
700
+200
| +40% | +$18.5K | ﹤0.01% | 5816 |
|
|
2022
Q1 | $43K | Sell |
500
-51,700
| -99% | -$4.35M | ﹤0.01% | 6644 |
|
|
2021
Q4 | $3.78M | Buy |
52,200
+300
| +0.6% | +$22.7K | ﹤0.01% | 3141 |
|
|
2021
Q3 | $3.63M | Hold |
51,900
| – | – | ﹤0.01% | 3004 |
|
|
2021
Q2 | $4.45M | Sell |
51,900
-79,300
| -60% | -$6.69M | ﹤0.01% | 2813 |
|
|
2021
Q1 | $10.7M | Buy |
131,200
+700
| +0.5% | +$54.9K | ﹤0.01% | 1894 |
|
|
2020
Q4 | $9.13M | Buy |
130,500
+50,500
| +63% | +$2.96M | ﹤0.01% | 1921 |
|
|
2020
Q3 | $4.15M | Buy |
+80,000
| New | +$4.88M | ﹤0.01% | 2376 |
|
|
2020
Q1 | – | Sell |
-80,000
| Closed | -$8.91M | – | 8307 |
|
|
2019
Q4 | $8.91M | Hold |
80,000
| – | – | ﹤0.01% | 2060 |
|
|
2019
Q3 | $8.19M | Sell |
80,000
-6,100
| -7% | -$611K | ﹤0.01% | 1930 |
|
|
2019
Q2 | $8.05M | Buy |
86,100
+6,100
| +8% | +$547K | ﹤0.01% | 1933 |
|
|
2019
Q1 | $7.61M | Sell |
80,000
-115,000
| -59% | -$10.9M | ﹤0.01% | 1877 |
|
|
2018
Q4 | $16.8M | Buy |
195,000
+185,000
| +1,850% | +$18.1M | 0.01% | 1206 |
|
|
2018
Q3 | $1.13M | Hold |
10,000
| – | – | ﹤0.01% | 3730 |
|
|
2018
Q2 | $1.12M | Hold |
10,000
| – | – | ﹤0.01% | 3686 |
|
|
2018
Q1 | $959K | Sell |
10,000
-296,000
| -97% | -$28.8M | ﹤0.01% | 3742 |
|
|
2017
Q4 | $31M | Hold |
306,000
| – | – | 0.01% | 910 |
|
|
2017
Q3 | $28M | Buy |
306,000
+100,000
| +49% | +$8.47M | 0.01% | 902 |
|
|
2017
Q2 | $17M | Sell |
206,000
-50,700
| -20% | -$3.98M | 0.01% | 1145 |
|
|
2017
Q1 | $20.3M | Sell |
256,700
-94,300
| -27% | -$7.6M | 0.01% | 1020 |
|
|
2016
Q4 | $30.3M | Buy |
351,000
+35,000
| +11% | +$2.91M | 0.02% | 782 |
|
|
2016
Q3 | $25.5M | Sell |
316,000
-13,400
| -4% | -$1.04M | 0.02% | 829 |
|
|
2016
Q2 | $26.1M | Buy |
329,400
+279,400
| +559% | +$22.8M | 0.02% | 783 |
|
|
2016
Q1 | $4.33M | Sell |
50,000
-1,200
| -2% | -$97.5K | ﹤0.01% | 1991 |
|
|
2015
Q4 | $4.19M | Sell |
51,200
-75,000
| -59% | -$6.47M | ﹤0.01% | 2114 |
|
|
2015
Q3 | $9.7M | Sell |
126,200
-700
| -0.6% | -$55.6K | 0.01% | 1395 |
|
|
2015
Q2 | $10.2M | Buy |
126,900
+114,700
| +940% | +$9.12M | 0.01% | 1463 |
|
|
2015
Q1 | $959K | Sell |
12,200
-39,400
| -76% | -$2.89M | ﹤0.01% | 3614 |
|
|
2014
Q4 | $3.7M | Buy |
+51,600
| New | +$3.81M | ﹤0.01% | 2351 |
|
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.