Arcadia Investment Management’s Phillips 66 PSX Stock Holding History

Arcadia Investment 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 Q1	$183	Hold	1	–	–	﹤0.01%	343
2025 Q4	$130	Buy	+1	New	+$135	﹤0.01%	375
2021 Q3	–	Sell	-83	Closed	-$7K	–	288
2021 Q2	$7K	Buy	+83	New	+$7.01K	﹤0.01%	269
2019 Q4	–	Sell	-448	Closed	-$46K	–	289
2019 Q3	$46K	Hold	448	–	–	0.01%	199
2019 Q2	$42K	Hold	448	–	–	0.01%	213
2019 Q1	$43K	Hold	448	–	–	0.01%	207
2018 Q4	$39K	Hold	448	–	–	0.01%	203
2018 Q3	$50K	Hold	448	–	–	0.01%	223
2018 Q2	$50K	Hold	448	–	–	0.01%	227
2018 Q1	$43K	Hold	448	–	–	0.01%	237
2017 Q4	$45K	Hold	448	–	–	0.01%	233
2017 Q3	$41K	Hold	448	–	–	0.01%	237
2017 Q2	$37K	Hold	448	–	–	0.01%	246
2017 Q1	$35K	Hold	448	–	–	0.01%	258
2016 Q4	$39K	Sell	448 -686	-60%	-$57K	0.01%	220
2016 Q3	$91K	Hold	1,134	–	–	0.03%	149
2016 Q2	$90K	Hold	1,134	–	–	0.03%	150
2016 Q1	$98K	Hold	1,134	–	–	0.03%	137
2015 Q4	$93K	Sell	1,134 -210	-16%	-$18.1K	0.03%	136
2015 Q3	$103K	Hold	1,344	–	–	0.03%	119
2015 Q2	$108K	Buy	+1,344	New	+$107K	0.03%	119

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

Arcadia Investment Management's PSX Position: Q1 2026 in Review

Arcadia Investment Management held its Phillips 66 (PSX) position steady in Q1 2026 at 1 share worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Arcadia Investment Management first reported a position in PSX in Q2 2015 and has held it in 21 quarters since. The position peaked at $108K in Q2 2015. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Arcadia Investment Management held 1 share of Phillips 66 worth $183 as of Q1 2026.
Arcadia Investment Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #343 holding.
Arcadia Investment Management first reported a position in Phillips 66 in Q2 2015 and has held it in 21 quarters since.
Arcadia Investment Management's Phillips 66 position peaked at $108K in Q2 2015.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.