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Waters Parkerson & Co’s Phillips 66 PSX Stock Holding History

Waters Parkerson & Co’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 		$357K Buy
2,111
+50
+2% +$8.61K 0.02% 160
2026
Q1 		$375K Hold
2,061
– – 0.02% 155
2025
Q4 		$266K Sell
2,061
-13
-0.6% -$1.75K 0.01% 171
2025
Q3 		$282K Sell
2,074
-13
-0.6% -$1.67K 0.01% 164
2025
Q2 		$249K Hold
2,087
– – 0.01% 172
2025
Q1 		$258K Hold
2,087
– – 0.01% 169
2024
Q4 		$238K Buy
2,087
+200
+11% +$25.4K 0.01% 165
2024
Q3 		$248K Hold
1,887
– – 0.01% 175
2024
Q2 		$266K Hold
1,887
– – 0.01% 156
2024
Q1 		$308K Sell
1,887
-150
-7% -$21.6K 0.02% 153
2023
Q4 		$271K Sell
2,037
-5
-0.2% -$598 0.02% 155
2023
Q3 		$245K Buy
+2,042
New +$229K 0.01% 156
2019
Q4 		– Sell
-1,972
Closed -$202K – 161
2019
Q3 		$202K Sell
1,972
-1,800
-48% -$180K 0.02% 153
2019
Q2 		$353K Hold
3,772
– – 0.03% 125
2019
Q1 		$359K Sell
3,772
-150
-4% -$14.3K 0.03% 117
2018
Q4 		$338K Hold
3,922
– – 0.03% 110
2018
Q3 		$442K Hold
3,922
– – 0.04% 110
2018
Q2 		$440K Buy
3,922
+338
+9% +$38K 0.04% 109
2018
Q1 		$344K Buy
3,584
+440
+14% +$42.8K 0.03% 124
2017
Q4 		$318K Hold
3,144
– – 0.03% 133
2017
Q3 		$288K Sell
3,144
-462
-13% -$39.1K 0.03% 140
2017
Q2 		$298K Buy
3,606
+62
+2% +$4.87K 0.03% 131
2017
Q1 		$281K Sell
3,544
-617
-15% -$49.7K 0.03% 135
2016
Q4 		$360K Buy
4,161
+903
+28% +$75.1K 0.04% 120
2016
Q3 		$262K Sell
3,258
-139
-4% -$10.8K 0.03% 136
2016
Q2 		$270K Buy
3,397
+1,050
+45% +$85.8K 0.03% 129
2016
Q1 		$203K Buy
+2,347
New +$191K 0.02% 137
2015
Q2 		– Sell
-2,687
Closed -$211K – 145
2015
Q1 		$211K Buy
+2,687
New +$197K 0.02% 138

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

Waters Parkerson & Co's PSX Position: Q2 2026 in Review

Waters Parkerson & Co increased its Phillips 66 (PSX) stake by 2.4% in Q2 2026, buying an estimated $8.61K and bringing the position to 2,111 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #160.

Waters Parkerson & Co first reported a position in PSX in Q1 2015 and has held it in 28 quarters since. The position peaked at $442K in Q3 2018. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Waters Parkerson & Co held 2,111 shares of Phillips 66 worth $357K as of Q2 2026.
  • Waters Parkerson & Co bought 50 Phillips 66 shares in Q2 2026, an estimated $8.61K.
  • Phillips 66 made up 0.02% of Waters Parkerson & Co's portfolio in Q2 2026, its #160 holding.
  • Waters Parkerson & Co first reported a position in Phillips 66 in Q1 2015 and has held it in 28 quarters since.
  • Waters Parkerson & Co's Phillips 66 position peaked at $442K in Q3 2018.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.