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Woodley Farra Manion Portfolio Management’s Phillips 66 PSX Stock Holding History

Woodley Farra Manion Portfolio Management’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 		– Sell
-1,108
Closed -$202K – 137
2026
Q1 		$202K Buy
+1,108
New +$174K 0.01% 121
2023
Q3 		– Sell
-2,229
Closed -$213K – 107
2023
Q2 		$213K Sell
2,229
-65
-3% -$6.32K 0.01% 92
2023
Q1 		$233K Hold
2,294
– – 0.02% 87
2022
Q4 		$239K Buy
+2,294
New +$235K 0.02% 85
2020
Q3 		– Sell
-1,184
Closed -$85K – 319
2020
Q2 		$85K Hold
1,184
– – 0.01% 127
2020
Q1 		$64K Sell
1,184
-25
-2% -$2.03K 0.01% 143
2019
Q4 		$135K Buy
+1,209
New +$136K 0.01% 109

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

Woodley Farra Manion Portfolio Management's PSX Position: Q2 2026 in Review

Woodley Farra Manion Portfolio Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,108 shares — an estimated $202K sold.

Woodley Farra Manion Portfolio Management first reported a position in PSX in Q4 2019 and held it in 7 quarters. The position peaked at $239K in Q4 2022. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Woodley Farra Manion Portfolio Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,108 Phillips 66 shares in Q2 2026, an estimated $202K.
  • Woodley Farra Manion Portfolio Management first reported a position in Phillips 66 in Q4 2019 and held it in 7 quarters.
  • Woodley Farra Manion Portfolio Management's Phillips 66 position peaked at $239K in Q4 2022.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2026, filed 10 Aug 2026.