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Waverly Advisors’s Phillips 66 PSX Stock Holding History

Waverly Advisors’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
Q1 		$6.26M Sell
34,340
-467
-1% -$73.2K 0.05% 355
2025
Q4 		$4.49M Sell
34,807
-6,559
-16% -$883K 0.04% 394
2025
Q3 		$5.63M Sell
41,366
-6,648
-14% -$852K 0.06% 301
2025
Q2 		$5.73M Sell
48,014
-2,424
-5% -$272K 0.06% 280
2025
Q1 		$6.23M Buy
50,438
+43,100
+587% +$5.31M 0.08% 248
2024
Q4 		$836K Buy
7,338
+2,156
+42% +$274K 0.01% 558
2024
Q3 		$681K Sell
5,182
-117
-2% -$15.8K 0.01% 519
2024
Q2 		$748K Buy
5,299
+404
+8% +$59.8K 0.01% 485
2024
Q1 		$800K Buy
4,895
+2,476
+102% +$357K 0.02% 401
2023
Q4 		$322K Sell
2,419
-161
-6% -$19.2K 0.01% 348
2023
Q3 		$310K Buy
+2,580
New +$290K 0.01% 317
2018
Q1 		– Sell
-117
Closed -$12K – 322
2017
Q4 		$12K Buy
+117
New +$11.1K ﹤0.01% 316
2015
Q4 		– Sell
-267
Closed -$21K – 333
2015
Q3 		$21K Hold
267
– – 0.01% 265
2015
Q2 		$22K Buy
267
+116
+77% +$9.22K 0.01% 209
2015
Q1 		$12K Hold
151
– – 0.01% 242
2014
Q4 		$11K Sell
151
-93
-38% -$6.86K 0.01% 299
2014
Q3 		$20K Sell
244
-4,230
-95% -$352K 0.01% 336
2014
Q2 		$360K Buy
4,474
+14
+0.3% +$1.15K 0.15% 76
2014
Q1 		$344K Buy
4,460
+4,238
+1,909% +$323K 0.16% 78
2013
Q4 		$17K Buy
222
+56
+34% +$3.74K 0.01% 487
2013
Q3 		$10K Buy
+166
New +$9.62K 0.01% 440

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's PSX Position: Q1 2026 in Review

Waverly Advisors reduced its Phillips 66 (PSX) stake by 1.3% in Q1 2026, selling an estimated $73.2K and leaving 34,340 shares worth $6.26M. The position accounts for 0.05% of the portfolio, ranked #355.

Waverly Advisors first reported a position in PSX in Q3 2013 and has held it in 21 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Waverly Advisors held 34,340 shares of Phillips 66 worth $6.26M as of Q1 2026.
  • Waverly Advisors sold 467 Phillips 66 shares in Q1 2026, an estimated $73.2K.
  • Phillips 66 made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #355 holding.
  • Waverly Advisors first reported a position in Phillips 66 in Q3 2013 and has held it in 21 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.