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Warwick Investment Management’s Phillips 66 PSX Stock Holding History

Warwick Investment Management’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 		$302K Buy
1,786
+127
+8% +$21.9K 0.03% 117
2026
Q1 		$302K Sell
1,659
-875
-35% -$137K 0.04% 102
2025
Q4 		$327K Hold
2,534
– – 0.05% 107
2025
Q3 		$345K Sell
2,534
-17
-0.7% -$2.18K 0.06% 103
2025
Q2 		$304K Sell
2,551
-155
-6% -$17.4K 0.06% 92
2025
Q1 		$334K Buy
2,706
+245
+10% +$30.2K 0.07% 81
2024
Q4 		$280K Sell
2,461
-200
-8% -$25.4K 0.06% 77
2024
Q3 		$350K Buy
2,661
+152
+6% +$20.5K 0.08% 61
2024
Q2 		$354K Buy
+2,509
New +$371K 0.08% 70
2024
Q1 		– Sell
-2,395
Closed -$319K – 101
2023
Q4 		$319K Buy
2,395
+73
+3% +$8.72K 0.09% 57
2023
Q3 		$279K Hold
2,322
– – 0.1% 51
2023
Q2 		$221K Buy
2,322
+79
+4% +$7.68K 0.09% 58
2023
Q1 		$227K Hold
2,243
– – 0.1% 52
2022
Q4 		$233K Buy
+2,243
New +$229K 0.1% 76

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

Warwick Investment Management's PSX Position: Q2 2026 in Review

Warwick Investment Management increased its Phillips 66 (PSX) stake by 7.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,786 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #117.

Warwick Investment Management first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $354K in Q2 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Warwick Investment Management held 1,786 shares of Phillips 66 worth $302K as of Q2 2026.
  • Warwick Investment Management bought 127 Phillips 66 shares in Q2 2026, an estimated $21.9K.
  • Phillips 66 made up 0.03% of Warwick Investment Management's portfolio in Q2 2026, its #117 holding.
  • Warwick Investment Management first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • Warwick Investment Management's Phillips 66 position peaked at $354K in Q2 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.