Blue Edge Capital’s Phillips 66 PSX Stock Holding History

Blue Edge Capital’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	$601K	Hold	3,302	–	–	0.08%	95
2025 Q4	$426K	Buy	3,302 +4	+0.1%	+$538	0.06%	105
2025 Q3	$449K	Buy	3,298 +4	+0.1%	+$512	0.06%	98
2025 Q2	$393K	Buy	3,294 +4	+0.1%	+$448	0.06%	104
2025 Q1	$406K	Buy	3,290 +4	+0.1%	+$493	0.07%	98
2024 Q4	$374K	Buy	3,286 +4	+0.1%	+$509	0.06%	97
2024 Q3	$431K	Buy	3,282 +3	+0.1%	+$405	0.07%	92
2024 Q2	$463K	Sell	3,279 -216	-6%	-$32K	0.08%	90
2024 Q1	$568K	Buy	3,495 +22	+0.6%	+$3.17K	0.1%	87
2023 Q4	$462K	Buy	3,473 +203	+6%	+$24.3K	0.09%	87
2023 Q3	$393K	Buy	3,270 +4	+0.1%	+$449	0.08%	88
2023 Q2	$312K	Buy	3,266 +4	+0.1%	+$389	0.06%	90
2023 Q1	$331K	Buy	3,262 +4	+0.1%	+$407	0.07%	91
2022 Q4	$339K	Buy	3,258 +3	+0.1%	+$307	0.08%	96
2022 Q3	$263K	Buy	3,255 +4	+0.1%	+$341	0.07%	98
2022 Q2	$267K	Buy	3,251 +4	+0.1%	+$370	0.06%	97
2022 Q1	$281K	Buy	3,247 +4	+0.1%	+$337	0.06%	100
2021 Q4	$235K	Sell	3,243 -996	-23%	-$75.3K	0.05%	99
2021 Q3	$297K	Buy	4,239 +5	+0.1%	+$362	0.06%	87
2021 Q2	$363K	Buy	4,234 +3	+0.1%	+$253	0.08%	88
2021 Q1	$345K	Sell	4,231 -646	-13%	-$50.7K	0.08%	83
2020 Q4	$341K	Buy	4,877 +5	+0.1%	+$294	0.08%	87
2020 Q3	$253K	Buy	4,872 +5	+0.1%	+$305	0.07%	88
2020 Q2	$350K	Buy	4,867 +4	+0.1%	+$283	0.1%	79
2020 Q1	$261K	Sell	4,863 -296	-6%	-$24.1K	0.09%	88
2019 Q4	$486K	Buy	5,159 +2	+0%	+$225	0.15%	77
2019 Q3	$528K	Buy	5,157 +3	+0.1%	+$301	0.18%	68
2019 Q2	$482K	Buy	5,154 +4	+0.1%	+$359	0.17%	73
2019 Q1	$490K	Buy	5,150 +10	+0.2%	+$951	0.19%	73
2018 Q4	$443K	Buy	5,140 +10	+0.2%	+$977	0.19%	69
2018 Q3	$578K	Buy	5,130 +8	+0.2%	+$925	0.21%	70
2018 Q2	$575K	Buy	5,122 +7	+0.1%	+$787	0.23%	67
2018 Q1	$491K	Buy	5,115 +9	+0.2%	+$876	0.2%	69
2017 Q4	$516K	Buy	5,106 +9	+0.2%	+$856	0.21%	67
2017 Q3	$467K	Buy	5,097 +9	+0.2%	+$762	0.21%	68
2017 Q2	$421K	Buy	5,088 +160	+3%	+$12.6K	0.2%	69
2017 Q1	$390K	Buy	4,928 +9	+0.2%	+$725	0.2%	70
2016 Q4	$425K	Buy	4,919 +6	+0.1%	+$499	0.24%	67
2016 Q3	$396K	Buy	4,913 +7	+0.1%	+$544	0.22%	69
2016 Q2	$389K	Buy	4,906 +6	+0.1%	+$490	0.22%	70
2016 Q1	$424K	Buy	+4,900	New	+$398K	0.25%	67

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

Blue Edge Capital's PSX Position: Q1 2026 in Review

Blue Edge Capital held its Phillips 66 (PSX) position steady in Q1 2026 at 3,302 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #95.

Blue Edge Capital first reported a position in PSX in Q1 2016 and has held it in 41 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Blue Edge Capital held 3,302 shares of Phillips 66 worth $601K as of Q1 2026.
Blue Edge Capital left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.08% of Blue Edge Capital's portfolio in Q1 2026, its #95 holding.
Blue Edge Capital first reported a position in Phillips 66 in Q1 2016 and has held it in 41 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.