CFO Capital Management’s Phillips 66 PSX Stock Holding History

CFO Capital 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	$569K	Hold	3,125	–	–	0.47%	64
2025 Q4	$403K	Buy	+3,125	New	+$421K	0.3%	80

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CFO Capital Management's PSX Position: Q1 2026 in Review

CFO Capital Management held its Phillips 66 (PSX) position steady in Q1 2026 at 3,125 shares worth $569K. The position accounts for 0.47% of the portfolio, ranked #64.

CFO Capital Management first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,124 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

CFO Capital Management held 3,125 shares of Phillips 66 worth $569K as of Q1 2026.
CFO Capital Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.47% of CFO Capital Management's portfolio in Q1 2026, its #64 holding.
CFO Capital Management first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
2,124 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.