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-0.000561850360520669 0.000156069544589104 0.000343352998095994 0.000530636451602884 -0.000780347722945344 0.00418266379498715 0.00777226332053566 0.00602428442113808
Stock impact report

Oakmark Equity And Income Fund Q1 2026 Commentary [Seeking Alpha]

Phillips 66 (PSX) 
Last phillips 66 earnings: 5/1 07:00 am Check Earnings Report
Company Research Source: Seeking Alpha
The equity portfolio returned -5.16 1 for the quarter versus -4.33% for the S&P 500 Index. The fixed income portfolio returned 0.09% versus -0.05% for the Bloomberg U.S. Aggregate Bond Index. The Fund's allocation was 56.1% in equities, 40.2% in fixed income, and 3.7% cash. At the sector level for the equity portfolio, the largest contributors to performance were energy and materials, while financials and health care were the largest detractors. Kaewta Suphan/iStock via Getty Images First Quarter 2026 The Fund (Investor Class) underperformed the benchmark, the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index, for the quarter, but outperformed since inception. The equity portfolio returned -5.16 for the quarter versus -4.33% for the S&P 500 Index. The fixed income portfolio returned 0.09% versus -0.05% for the Bloomberg U.S. Aggregate Bond Index. The Fund's allocation was 56.1% in equities, 40.2% in fixed income, and 3.7% cash. At the sector level for the equity por Show less Read more
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