WA1
PSX icon

Wimmer Associates 1’s Phillips 66 PSX Stock Holding History

Wimmer Associates 1’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 		$1.53M Hold
9,073
– – 0.69% 35
2026
Q1 		$1.65M Buy
9,073
+56
+0.6% +$8.78K 0.81% 32
2025
Q4 		$1.16M Sell
9,017
-13
-0.1% -$1.75K 0.54% 45
2025
Q3 		$1.23M Sell
9,030
-150
-2% -$19.2K 0.59% 43
2025
Q2 		$1.1M Sell
9,180
-25
-0.3% -$2.8K 0.56% 46
2025
Q1 		$1.16M Sell
9,205
-400
-4% -$49.3K 0.61% 41
2024
Q4 		$1.09M Sell
9,605
-60
-0.6% -$7.63K 0.54% 46
2024
Q3 		$1.27M Buy
9,665
+370
+4% +$50K 0.62% 39
2024
Q2 		$1.31M Sell
9,295
-15
-0.2% -$2.22K 0.67% 37
2024
Q1 		$1.52M Buy
9,310
+5
+0.1% +$721 0.8% 36
2023
Q4 		$1.24M Buy
9,305
+531
+6% +$63.5K 0.7% 37
2023
Q3 		$1.05M Buy
8,774
+270
+3% +$30.3K 0.66% 42
2023
Q2 		$811K Buy
8,504
+148
+2% +$14.4K 0.49% 52
2023
Q1 		$787K Buy
8,356
+77
+0.9% +$7.83K 0.5% 52
2022
Q4 		$862K Hold
8,279
– – 0.57% 47
2022
Q3 		$863K Buy
8,279
+225
+3% +$19.2K 0.57% 49
2022
Q2 		$660K Sell
8,054
-290
-3% -$26.8K 0.43% 56
2022
Q1 		$721K Buy
8,344
+259
+3% +$21.8K 0.4% 57
2021
Q4 		$586K Sell
8,085
-255
-3% -$19.3K 0.31% 72
2021
Q3 		$584K Buy
8,340
+189
+2% +$13.7K 0.35% 69
2021
Q2 		$700K Sell
8,151
-20
-0.2% -$1.69K 0.41% 57
2021
Q1 		$666K Buy
8,171
+230
+3% +$18K 0.36% 61
2020
Q4 		$555K Sell
7,941
-332
-4% -$19.5K 0.33% 61
2020
Q3 		$429K Buy
8,273
+125
+2% +$7.63K 0.29% 70
2020
Q2 		$529K Sell
8,148
-7,475
-48% -$529K 0.41% 56
2020
Q1 		$838K Buy
15,623
+210
+1% +$17.1K 0.78% 37
2019
Q4 		$1.72M Buy
15,413
+104
+0.7% +$11.7K 1.38% 25
2019
Q3 		$1.57M Sell
15,309
-243
-2% -$24.4K 1.37% 27
2019
Q2 		$1.46M Buy
15,552
+76
+0.5% +$6.82K 1.27% 28
2019
Q1 		$1.47M Buy
15,476
+1,599
+12% +$152K 1.31% 29
2018
Q4 		$1.2M Sell
13,877
-59
-0.4% -$5.76K 1.18% 32
2018
Q3 		$1.57M Sell
13,936
-147
-1% -$17K 1.31% 28
2018
Q2 		$1.58M Sell
14,083
-126
-0.9% -$14.2K 1.41% 28
2018
Q1 		$1.36M Sell
14,209
-439
-3% -$42.7K 1.2% 33
2017
Q4 		$1.48M Sell
14,648
-84
-0.6% -$7.99K 1.33% 31
2017
Q3 		$1.35M Buy
14,732
+46
+0.3% +$3.9K 1.24% 32
2017
Q2 		$1.21M Buy
14,686
+121
+0.8% +$9.5K 1.12% 37
2017
Q1 		$1.15M Sell
14,565
-743
-5% -$59.9K 1.08% 36
2016
Q4 		$1.32M Buy
15,308
+301
+2% +$25K 1.23% 30
2016
Q3 		$1.21M Sell
15,007
-82
-0.5% -$6.37K 1.09% 36
2016
Q2 		$1.2M Buy
15,089
+56
+0.4% +$4.57K 1.07% 34
2016
Q1 		$1.3M Buy
15,033
+65
+0.4% +$5.28K 1.19% 29
2015
Q4 		$1.22M Buy
+14,968
New +$1.29M 1.28% 30

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

Wimmer Associates 1's PSX Position: Q2 2026 in Review

Wimmer Associates 1 held its Phillips 66 (PSX) position steady in Q2 2026 at 9,073 shares worth $1.53M. The position accounts for 0.69% of the portfolio, ranked #35.

Wimmer Associates 1 first reported a position in PSX in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.72M in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Wimmer Associates 1 held 9,073 shares of Phillips 66 worth $1.53M as of Q2 2026.
  • Wimmer Associates 1 left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.69% of Wimmer Associates 1's portfolio in Q2 2026, its #35 holding.
  • Wimmer Associates 1 first reported a position in Phillips 66 in Q4 2015 and has held it in 43 quarters since.
  • Wimmer Associates 1's Phillips 66 position peaked at $1.72M in Q4 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.