Willis Johnson & Associates’s Phillips 66 PSX Stock Holding History

Willis Johnson & Associates’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	$224K	Buy	+1,228	New	+$192K	0.01%	177
2025 Q4	–	Sell	-1,623	Closed	-$221K	–	194
2025 Q3	$221K	Buy	+1,623	New	+$208K	0.01%	168
2024 Q4	–	Sell	-1,809	Closed	-$238K	–	175
2024 Q3	$238K	Sell	1,809 -333	-16%	-$45K	0.02%	144
2024 Q2	$302K	Buy	2,142 +333	+18%	+$49.3K	0.02%	120
2024 Q1	$296K	Sell	1,809 -20	-1%	-$2.88K	0.03%	116
2023 Q4	$244K	Sell	1,829 -305	-14%	-$36.5K	0.02%	119
2023 Q3	$256K	Sell	2,134 -189	-8%	-$21.2K	0.03%	108
2023 Q2	$222K	Sell	2,323 -67	-3%	-$6.51K	0.02%	117
2023 Q1	$242K	Buy	2,390 +450	+23%	+$45.8K	0.03%	107
2022 Q4	$202K	Buy	+1,940	New	+$198K	0.03%	111

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willis Johnson & Associates's PSX Position: Q1 2026 in Review

Willis Johnson & Associates opened a new position in Phillips 66 (PSX) in Q1 2026: 1,228 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Willis Johnson & Associates previously reported a position in PSX as recently as Q3 2025.

Willis Johnson & Associates first reported a position in PSX in Q4 2022 and has held it in 10 quarters since. The position peaked at $302K in Q2 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Willis Johnson & Associates held 1,228 shares of Phillips 66 worth $224K as of Q1 2026.
Phillips 66 was a new Willis Johnson & Associates position in Q1 2026.
Phillips 66 made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #177 holding.
Willis Johnson & Associates first reported a position in Phillips 66 in Q4 2022 and has held it in 10 quarters since.
Willis Johnson & Associates's Phillips 66 position peaked at $302K in Q2 2024.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.