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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
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 		$1.14K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cambria Investment Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 61,950 shares — an estimated $7.99M sold.

Cambria Investment Management first reported a position in PSX in Q4 2014 and held it in 16 quarters. The position peaked at $12.8M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cambria Investment Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Cambria Investment Management sold 61,950 Phillips 66 shares in Q1 2026, an estimated $7.99M.
  • Cambria Investment Management first reported a position in Phillips 66 in Q4 2014 and held it in 16 quarters.
  • Cambria Investment Management's Phillips 66 position peaked at $12.8M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.