Capital Fund Management (CFM)
PSX icon

Capital Fund Management (CFM)’s Phillips 66 PSX Stock Holding History

Capital Fund Management (CFM)’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 		$5.56M Sell
30,500
-22,100
-42% -$3.46M 0.03% 849
2025
Q4 		$6.79M Buy
52,600
+13,600
+35% +$1.83M 0.02% 1024
2025
Q3 		$5.3M Sell
39,000
-11,000
-22% -$1.41M 0.01% 1213
2025
Q2 		$5.96M Sell
50,000
-18,900
-27% -$2.12M 0.02% 1030
2025
Q1 		$8.51M Sell
68,900
-7,000
-9% -$863K 0.02% 753
2024
Q4 		$8.65M Sell
75,900
-75,900
-50% -$9.66M 0.02% 812
2024
Q3 		$20M Sell
151,800
-103,600
-41% -$14M 0.05% 456
2024
Q2 		$36.1M Buy
255,400
+79,900
+46% +$11.8M 0.11% 266
2024
Q1 		$28.7M Buy
175,500
+39,600
+29% +$5.71M 0.08% 323
2023
Q4 		$18.1M Buy
135,900
+106,600
+364% +$12.7M 0.05% 510
2023
Q3 		$3.52M Sell
29,300
-4,600
-14% -$516K 0.01% 1114
2023
Q2 		$3.23M Sell
33,900
-152,500
-82% -$14.8M 0.01% 1015
2023
Q1 		$18.9M Buy
186,400
+141,700
+317% +$14.4M 0.09% 297
2022
Q4 		$4.65M Buy
44,700
+23,100
+107% +$2.36M 0.03% 638
2022
Q3 		$1.74M Sell
21,600
-6,600
-23% -$563K 0.01% 899
2022
Q2 		$2.31M Buy
28,200
+9,000
+47% +$833K 0.02% 778
2022
Q1 		$1.66M Buy
19,200
+8,100
+73% +$682K 0.01% 1020
2021
Q4 		$804K Sell
11,100
-16,800
-60% -$1.27M 0.01% 1341
2021
Q3 		$1.95M Buy
27,900
+900
+3% +$65.1K 0.01% 952
2021
Q2 		$2.32M Sell
27,000
-49,400
-65% -$4.17M 0.02% 875
2021
Q1 		$6.23M Buy
76,400
+61,400
+409% +$4.82M 0.07% 348
2020
Q4 		$1.05M Sell
15,000
-11,100
-43% -$652K 0.01% 977
2020
Q3 		$1.35M Sell
26,100
-35,700
-58% -$2.18M 0.02% 775
2020
Q2 		$4.44M Buy
61,800
+24,800
+67% +$1.76M 0.07% 324
2020
Q1 		$1.99M Buy
37,000
+5,800
+19% +$472K 0.03% 529
2019
Q4 		$3.48M Buy
31,200
+9,100
+41% +$1.02M 0.03% 659
2019
Q3 		$2.26M Sell
22,100
-2,600
-11% -$261K 0.02% 748
2019
Q2 		$2.31M Sell
24,700
-4,100
-14% -$368K 0.02% 764
2019
Q1 		$2.74M Sell
28,800
-36,100
-56% -$3.43M 0.02% 692
2018
Q4 		$5.59M Sell
64,900
-188,100
-74% -$18.4M 0.05% 471
2018
Q3 		$28.5M Sell
253,000
-83,900
-25% -$9.7M 0.16% 158
2018
Q2 		$37.8M Buy
336,900
+221,400
+192% +$24.9M 0.2% 140
2018
Q1 		$11.1M Buy
115,500
+15,300
+15% +$1.49M 0.07% 414
2017
Q4 		$10.1M Buy
100,200
+63,200
+171% +$6.01M 0.06% 402
2017
Q3 		$3.39M Buy
37,000
+28,100
+316% +$2.38M 0.02% 634
2017
Q2 		$736K Buy
+8,900
New +$699K 0.01% 1010
2017
Q1 		– Sell
-2,900
Closed -$251K – 1759
2016
Q4 		$251K Sell
2,900
-8,300
-74% -$690K ﹤0.01% 1497
2016
Q3 		$902K Buy
11,200
+8,200
+273% +$637K 0.01% 998
2016
Q2 		$238K Sell
3,000
-17,800
-86% -$1.45M ﹤0.01% 1393
2016
Q1 		$1.8M Sell
20,800
-24,800
-54% -$2.02M 0.02% 734
2015
Q4 		$3.73M Buy
45,600
+8,700
+24% +$751K 0.04% 523
2015
Q3 		$2.83M Sell
36,900
-8,800
-19% -$699K 0.03% 523
2015
Q2 		$3.68M Sell
45,700
-28,600
-38% -$2.27M 0.05% 452
2015
Q1 		$5.84M Sell
74,300
-19,700
-21% -$1.45M 0.08% 303
2014
Q4 		$6.74M Sell
94,000
-1,300
-1% -$95.9K 0.08% 347
2014
Q3 		$7.75M Sell
95,300
-28,100
-23% -$2.34M 0.09% 288
2014
Q2 		$9.93M Buy
+123,400
New +$10.2M 0.1% 238

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

Capital Fund Management (CFM)'s PSX Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 160,984 shares — an estimated $21.7M sold.

Capital Fund Management (CFM) first reported a position in PSX in Q2 2014 and held it in 30 quarters. The position peaked at $110M in Q3 2023. 1,900 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 160,984 Phillips 66 shares in Q4 2025, an estimated $21.7M.
  • Capital Fund Management (CFM) first reported a position in Phillips 66 in Q2 2014 and held it in 30 quarters.
  • Capital Fund Management (CFM)'s Phillips 66 position peaked at $110M in Q3 2023.
  • 1,900 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.