Cheviot Value Management’s Phillips 66 PSX Stock Holding History

Cheviot Value 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	$4.07M	Buy	22,334 +188	+0.8%	+$29.5K	0.41%	38
2025 Q4	$3.15M	Buy	22,146 +11	+0%	+$1.48K	0.31%	39
2025 Q3	$2.96M	Sell	22,135 -350	-2%	-$44.8K	0.31%	41
2025 Q2	$2.68M	Sell	22,485 -107	-0.5%	-$12K	0.31%	42
2025 Q1	$2.42M	Buy	22,592 +2,041	+10%	+$252K	0.3%	41
2024 Q4	$2.34M	Buy	20,551 +387	+2%	+$49.2K	0.45%	32
2024 Q3	$2.65M	Sell	20,164 -1,138	-5%	-$154K	0.5%	33
2024 Q2	$3.01M	Buy	+21,302	New	+$3.15M	0.59%	31
2024 Q1	–	Sell	-20,481	Closed	-$2.77M	–	71
2023 Q4	$2.77M	Sell	20,481 -388	-2%	-$46.4K	0.6%	32
2023 Q3	$2.51M	Sell	20,869 -53	-0.3%	-$5.95K	0.56%	32
2023 Q2	$2M	Buy	20,922 +839	+4%	+$81.6K	0.43%	32
2023 Q1	$2.04M	Sell	20,083 -83	-0.4%	-$8.44K	0.49%	32
2022 Q4	$2.13M	Sell	20,166 -300	-1%	-$30.7K	0.52%	32
2022 Q3	$1.65M	Sell	20,466 -96	-0.5%	-$8.18K	0.45%	33
2022 Q2	$1.69M	Buy	20,562 +249	+1%	+$23K	0.42%	36
2022 Q1	$1.75M	Sell	20,313 -40	-0.2%	-$3.37K	0.37%	38
2021 Q4	$1.48M	Sell	20,353 -126	-0.6%	-$9.52K	0.35%	37
2021 Q3	$1.43M	Sell	20,479 -77	-0.4%	-$5.57K	0.37%	38
2021 Q2	$1.76M	Buy	20,556 +198	+1%	+$16.7K	0.43%	38
2021 Q1	$1.66M	Buy	20,358 +2,083	+11%	+$163K	0.46%	35
2020 Q4	$1.28M	Buy	+18,275	New	+$1.07M	0.39%	36
2020 Q3	–	Sell	-17,266	Closed	-$1.24M	–	58
2020 Q2	$1.24M	Sell	17,266 -504	-3%	-$35.7K	0.48%	32
2020 Q1	$953K	Sell	17,770 -279	-2%	-$22.7K	0.43%	33
2019 Q4	$2.01M	Sell	18,049 -109	-0.6%	-$12.2K	0.77%	32
2019 Q3	$1.86M	Sell	18,158 -47	-0.3%	-$4.71K	0.79%	32
2019 Q2	$1.7M	Buy	18,205 +172	+1%	+$15.4K	0.74%	34
2019 Q1	$1.72M	Sell	18,033 -225	-1%	-$21.4K	0.83%	33
2018 Q4	$1.57M	Sell	18,258 -456	-2%	-$44.6K	0.82%	32
2018 Q3	$2.11M	Sell	18,714 -300	-2%	-$34.7K	0.99%	30
2018 Q2	$2.13M	Sell	19,014 -166	-0.9%	-$18.7K	1.05%	30
2018 Q1	$1.84M	Buy	19,180 +159	+0.8%	+$15.5K	0.96%	28
2017 Q4	$1.92M	Sell	19,021 -50	-0.3%	-$4.75K	1%	28
2017 Q3	$1.75M	Buy	19,071 +396	+2%	+$33.5K	0.95%	26
2017 Q2	$1.54M	Buy	18,675 +650	+4%	+$51K	0.9%	26
2017 Q1	$1.43M	Buy	18,025 +1,791	+11%	+$144K	0.8%	27
2016 Q4	$1.4M	Buy	16,234 +851	+6%	+$70.7K	0.84%	27
2016 Q3	$1.24M	Buy	15,383 +59	+0.4%	+$4.59K	0.77%	27
2016 Q2	$1.22M	Buy	15,324 +33	+0.2%	+$2.69K	0.73%	28
2016 Q1	$1.32M	Buy	15,291 +233	+2%	+$18.9K	0.85%	27
2015 Q4	$1.23M	Buy	15,058 +263	+2%	+$22.7K	0.8%	30
2015 Q3	$1.14M	Sell	14,795 -247	-2%	-$19.6K	0.76%	30
2015 Q2	$1.21M	Buy	15,042 +15	+0.1%	+$1.19K	0.72%	30
2015 Q1	$1.18M	Sell	15,027 -257	-2%	-$18.9K	0.7%	29
2014 Q4	$1.1M	Buy	15,284 +178	+1%	+$13.1K	0.64%	28
2014 Q3	$1.23M	Sell	15,106 -2,045	-12%	-$170K	0.71%	30
2014 Q2	$1.38M	Sell	17,151 -1,055	-6%	-$86.9K	0.74%	30
2014 Q1	$1.4M	Sell	18,206 -1,593	-8%	-$121K	0.77%	30
2013 Q4	$1.53M	Sell	19,799 -602	-3%	-$40.2K	0.84%	29
2013 Q3	$1.18M	Sell	20,401 -727	-3%	-$42.1K	0.65%	28
2013 Q2	$1.25M	Buy	+21,128	New	+$1.33M	0.68%	28

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

Cheviot Value Management's PSX Position: Q1 2026 in Review

Cheviot Value Management increased its Phillips 66 (PSX) stake by 0.85% in Q1 2026, buying an estimated $29.5K and bringing the position to 22,334 shares worth $4.07M. The position accounts for 0.41% of the portfolio, ranked #38.

Cheviot Value Management first reported a position in PSX in Q2 2013 and has held it in 50 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Cheviot Value Management held 22,334 shares of Phillips 66 worth $4.07M as of Q1 2026.
Cheviot Value Management bought 188 Phillips 66 shares in Q1 2026, an estimated $29.5K.
Phillips 66 made up 0.41% of Cheviot Value Management's portfolio in Q1 2026, its #38 holding.
Cheviot Value Management first reported a position in Phillips 66 in Q2 2013 and has held it in 50 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.