Wellington Management 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 | $165M | Buy |
904,814
+501,161
| +124% | +$78.5M | 0.03% | 425 |
|
|
2025
Q4 | $52.1M | Buy |
403,653
+264,601
| +190% | +$35.6M | 0.01% | 727 |
|
|
2025
Q3 | $18.9M | Buy |
139,052
+9,942
| +8% | +$1.27M | ﹤0.01% | 1047 |
|
|
2025
Q2 | $15.4M | Buy |
129,110
+2,901
| +2% | +$325K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $15.6M | Sell |
126,209
-463,204
| -79% | -$57.1M | ﹤0.01% | 1056 |
|
|
2024
Q4 | $67.2M | Sell |
589,413
-3,589,374
| -86% | -$457M | 0.01% | 637 |
|
|
2024
Q3 | $549M | Sell |
4,178,787
-8,619,165
| -67% | -$1.16B | 0.1% | 185 |
|
|
2024
Q2 | $1.81B | Sell |
12,797,952
-1,347,026
| -10% | -$199M | 0.32% | 72 |
|
|
2024
Q1 | $2.31B | Buy |
14,144,978
+3,241,848
| +30% | +$467M | 0.41% | 55 |
|
|
2023
Q4 | $1.45B | Buy |
10,903,130
+1,842,226
| +20% | +$220M | 0.27% | 92 |
|
|
2023
Q3 | $1.09B | Sell |
9,060,904
-1,870,617
| -17% | -$210M | 0.22% | 116 |
|
|
2023
Q2 | $1.04B | Buy |
10,931,521
+2,307,543
| +27% | +$224M | 0.2% | 119 |
|
|
2023
Q1 | $874M | Buy |
8,623,978
+2,646,979
| +44% | +$269M | 0.17% | 132 |
|
|
2022
Q4 | $622M | Sell |
5,976,999
-1,923,044
| -24% | -$197M | 0.12% | 170 |
|
|
2022
Q3 | $638M | Buy |
7,900,043
+1,150,001
| +17% | +$98M | 0.14% | 160 |
|
|
2022
Q2 | $553M | Sell |
6,750,042
-438,045
| -6% | -$40.5M | 0.11% | 175 |
|
|
2022
Q1 | $621M | Buy |
7,188,087
+2,753,700
| +62% | +$232M | 0.11% | 193 |
|
|
2021
Q4 | $321M | Buy |
4,434,387
+71,802
| +2% | +$5.43M | 0.05% | 322 |
|
|
2021
Q3 | $306M | Sell |
4,362,585
-5,970,063
| -58% | -$432M | 0.05% | 341 |
|
|
2021
Q2 | $887M | Sell |
10,332,648
-298,274
| -3% | -$25.2M | 0.15% | 142 |
|
|
2021
Q1 | $867M | Sell |
10,630,922
-17,834
| -0.2% | -$1.4M | 0.15% | 142 |
|
|
2020
Q4 | $745M | Buy |
10,648,756
+707,502
| +7% | +$41.5M | 0.14% | 157 |
|
|
2020
Q3 | $515M | Buy |
9,941,254
+2,532,805
| +34% | +$155M | 0.11% | 180 |
|
|
2020
Q2 | $533M | Buy |
7,408,449
+4,366,317
| +144% | +$309M | 0.12% | 169 |
|
|
2020
Q1 | $163M | Sell |
3,042,132
-860,279
| -22% | -$70M | 0.04% | 348 |
|
|
2019
Q4 | $435M | Buy |
3,902,411
+295,583
| +8% | +$33.2M | 0.09% | 211 |
|
|
2019
Q3 | $369M | Sell |
3,606,828
-24,160
| -0.7% | -$2.42M | 0.08% | 239 |
|
|
2019
Q2 | $340M | Sell |
3,630,988
-127,304
| -3% | -$11.4M | 0.08% | 258 |
|
|
2019
Q1 | $358M | Sell |
3,758,292
-150,906
| -4% | -$14.3M | 0.08% | 240 |
|
|
2018
Q4 | $337M | Sell |
3,909,198
-73,318
| -2% | -$7.16M | 0.08% | 243 |
|
|
2018
Q3 | $449M | Sell |
3,982,516
-1,299,392
| -25% | -$150M | 0.09% | 230 |
|
|
2018
Q2 | $593M | Sell |
5,281,908
-1,974,643
| -27% | -$222M | 0.13% | 179 |
|
|
2018
Q1 | $696M | Sell |
7,256,551
-704,312
| -9% | -$68.6M | 0.16% | 148 |
|
|
2017
Q4 | $805M | Sell |
7,960,863
-1,291,013
| -14% | -$123M | 0.18% | 139 |
|
|
2017
Q3 | $848M | Sell |
9,251,876
-157,347
| -2% | -$13.3M | 0.19% | 125 |
|
|
2017
Q2 | $778M | Sell |
9,409,223
-11,159
| -0.1% | -$876K | 0.18% | 130 |
|
|
2017
Q1 | $746M | Buy |
9,420,382
+21,949
| +0.2% | +$1.77M | 0.18% | 134 |
|
|
2016
Q4 | $812M | Buy |
9,398,433
+218,220
| +2% | +$18.1M | 0.2% | 121 |
|
|
2016
Q3 | $739M | Buy |
9,180,213
+2,099,344
| +30% | +$163M | 0.19% | 127 |
|
|
2016
Q2 | $562M | Sell |
7,080,869
-98,231
| -1% | -$8.02M | 0.15% | 155 |
|
|
2016
Q1 | $622M | Sell |
7,179,100
-430,058
| -6% | -$35M | 0.16% | 138 |
|
|
2015
Q4 | $622M | Sell |
7,609,158
-240,659
| -3% | -$20.8M | 0.16% | 136 |
|
|
2015
Q3 | $603M | Sell |
7,849,817
-384,306
| -5% | -$30.5M | 0.17% | 134 |
|
|
2015
Q2 | $663M | Buy |
8,234,123
+441,612
| +6% | +$35.1M | 0.17% | 130 |
|
|
2015
Q1 | $612M | Buy |
7,792,511
+2,999,701
| +63% | +$220M | 0.16% | 136 |
|
|
2014
Q4 | $344M | Sell |
4,792,810
-4,146,693
| -46% | -$306M | 0.09% | 227 |
|
|
2014
Q3 | $727M | Buy |
8,939,503
+911,156
| +11% | +$75.8M | 0.2% | 110 |
|
|
2014
Q2 | $646M | Sell |
8,028,347
-2,196,012
| -21% | -$181M | 0.17% | 124 |
|
|
2014
Q1 | $788M | Sell |
10,224,359
-4,113,434
| -29% | -$313M | 0.22% | 106 |
|
|
2013
Q4 | $1.11B | Buy |
14,337,793
+530,389
| +4% | +$35.4M | 0.32% | 73 |
|
|
2013
Q3 | $798M | Buy |
13,807,404
+7,744,877
| +128% | +$449M | 0.25% | 93 |
|
|
2013
Q2 | $357M | Buy |
+6,062,527
| New | +$381M | 0.12% | 188 |
|
Other funds holding PSX
VCM
VPM
EIM
Wellington Management Group's PSX Position: Q1 2026 in Review
Wellington Management Group increased its Phillips 66 (PSX) stake by 124% in Q1 2026, buying an estimated $78.5M and bringing the position to 904,814 shares worth $165M. The position accounts for 0.03% of the portfolio, ranked #425.
Wellington Management Group first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.31B in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Wellington Management Group held 904,814 shares of Phillips 66 worth $165M as of Q1 2026.
- Wellington Management Group bought 501,161 Phillips 66 shares in Q1 2026, an estimated $78.5M.
- Phillips 66 made up 0.03% of Wellington Management Group's portfolio in Q1 2026, its #425 holding.
- Wellington Management Group first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Phillips 66 position peaked at $2.31B in Q1 2024.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.