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Cambria Investment Management’s Phillips 66 PSX Stock Holding History

Cambria 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
Q2 		$492K Buy
+2,911
New +$501K 0.02% 517
2026
Q1 		– Sell
-61,950
Closed -$7.99M – 708
2025
Q4 		$7.99M Sell
61,950
-2,570
-4% -$346K 0.47% 120
2025
Q3 		$8.78M Sell
64,520
-4,434
-6% -$568K 0.53% 86
2025
Q2 		$8.23M Sell
68,954
-7,204
-9% -$807K 0.55% 89
2025
Q1 		$9.4M Sell
76,158
-7,557
-9% -$931K 0.66% 73
2024
Q4 		$9.54M Buy
83,715
+6,840
+9% +$870K 0.58% 87
2024
Q3 		$10.1M Sell
76,875
-3,061
-4% -$413K 0.61% 92
2024
Q2 		$11.3M Buy
79,936
+1,869
+2% +$277K 0.69% 90
2024
Q1 		$12.8M Buy
78,067
+74,913
+2,375% +$10.8M 0.76% 30
2023
Q4 		$420K Buy
+3,154
New +$377K 0.03% 223
2016
Q3 		– Sell
-9,312
Closed -$739K – 178
2016
Q2 		$739K Sell
9,312
-627
-6% -$51.2K 0.34% 124
2016
Q1 		$861K Sell
9,939
-1,011
-9% -$82.2K 0.4% 116
2015
Q4 		$896K Sell
10,950
-843
-7% -$72.7K 0.36% 130
2015
Q3 		$906K Sell
11,793
-2,958
-20% -$235K 0.35% 124
2015
Q2 		$1.19M Buy
14,751
+208
+1% +$16.5K 0.36% 124
2015
Q1 		$1.14M Buy
14,543
+737
+5% +$54.1K 0.13% 120
2014
Q4 		$990K Buy
+13,806
New +$1.02M 0.35% 121

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 $3.38T AUM 44.17% 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

Cambria Investment Management's PSX Position: Q2 2026 in Review

Cambria Investment Management opened a new position in Phillips 66 (PSX) in Q2 2026: 2,911 shares worth $492K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings. This is a return to the name: Cambria Investment Management previously reported a position in PSX as recently as Q4 2025.

Cambria Investment Management first reported a position in PSX in Q4 2014 and has held it in 17 quarters since. The position peaked at $12.8M in Q1 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cambria Investment Management held 2,911 shares of Phillips 66 worth $492K as of Q2 2026.
  • Phillips 66 was a new Cambria Investment Management position in Q2 2026.
  • Phillips 66 made up 0.02% of Cambria Investment Management's portfolio in Q2 2026, its #517 holding.
  • Cambria Investment Management first reported a position in Phillips 66 in Q4 2014 and has held it in 17 quarters since.
  • Cambria Investment Management's Phillips 66 position peaked at $12.8M in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.