Chicago Capital’s Phillips 66 PSX Stock Holding History

Chicago Capital’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 Q3	$292K	Buy	+1,142	New	+$261K	0.01%	322
2026 Q2	–	Sell	-2,017	Closed	-$367K	–	373
2026 Q1	$367K	Sell	2,017 -25	-1%	-$3.92K	0.01%	285
2025 Q4	$264K	Buy	2,042 +200	+11%	+$26.9K	0.01%	319
2025 Q3	$251K	Hold	1,842	–	–	0.01%	323
2025 Q2	$220K	Hold	1,842	–	–	0.01%	338
2025 Q1	$227K	Hold	1,842	–	–	0.01%	319
2024 Q4	$210K	Buy	1,842 +200	+12%	+$25.4K	0.01%	309
2024 Q3	$216K	Hold	1,642	–	–	0.01%	300
2024 Q2	$232K	Hold	1,642	–	–	0.01%	284
2024 Q1	$268K	Hold	1,642	–	–	0.01%	262
2023 Q4	$219K	Buy	+1,642	New	+$196K	0.01%	259

Other funds holding PSX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Chicago Capital's PSX Position: Q3 2026 in Review

Chicago Capital opened a new position in Phillips 66 (PSX) in Q3 2026: 1,142 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Chicago Capital previously reported a position in PSX as recently as Q1 2026.

Chicago Capital first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $367K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Chicago Capital held 1,142 shares of Phillips 66 worth $292K as of Q3 2026.
Phillips 66 was a new Chicago Capital position in Q3 2026.
Phillips 66 made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #322 holding.
Chicago Capital first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Chicago Capital's Phillips 66 position peaked at $367K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.