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Umpqua Bank’s Phillips 66 PSX Stock Holding History

Umpqua Bank’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
Q2 		$1.97M Buy
11,651
+475
+4% +$81.8K 0.44% 56
2026
Q1 		$2.04M Sell
11,176
-533
-5% -$83.5K 0.58% 45
2025
Q4 		$1.51M Buy
11,709
+157
+1% +$21.1K 0.42% 67
2025
Q3 		$1.5M Buy
11,552
+375
+3% +$48K 0.42% 61
2025
Q2 		$1.45M Buy
11,177
+202
+2% +$22.6K 0.44% 61
2025
Q1 		$1.36M Buy
10,975
+366
+3% +$45.1K 0.47% 61
2024
Q4 		$1.24M Buy
10,609
+613
+6% +$78K 0.43% 66
2024
Q3 		$1.31M Buy
9,996
+71
+0.7% +$9.59K 0.48% 63
2024
Q2 		$1.4M Buy
9,925
+486
+5% +$71.9K 0.54% 53
2024
Q1 		$1.54M Buy
+9,439
New +$1.36M 0.63% 46

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Umpqua Bank's PSX Position: Q2 2026 in Review

Umpqua Bank increased its Phillips 66 (PSX) stake by 4.3% in Q2 2026, buying an estimated $81.8K and bringing the position to 11,651 shares worth $1.97M. The position accounts for 0.44% of the portfolio, ranked #56.

Umpqua Bank first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2026. 2,072 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Umpqua Bank held 11,651 shares of Phillips 66 worth $1.97M as of Q2 2026.
  • Umpqua Bank bought 475 Phillips 66 shares in Q2 2026, an estimated $81.8K.
  • Phillips 66 made up 0.44% of Umpqua Bank's portfolio in Q2 2026, its #56 holding.
  • Umpqua Bank first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Phillips 66 position peaked at $2.04M in Q1 2026.
  • 2,072 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.