CVFG LLC
PSX icon

CVFG LLC’s Phillips 66 PSX Stock Holding History

CVFG LLC’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 		$5.52M Buy
+21,609
New +$4.94M 0.6% 46

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CVFG LLC's PSX Position: Q3 2026 in Review

CVFG LLC opened a new position in Phillips 66 (PSX) in Q3 2026: 21,609 shares worth $5.52M. The stake represents 0.6% of the portfolio and ranks #46 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • CVFG LLC held 21,609 shares of Phillips 66 worth $5.52M as of Q3 2026.
  • Phillips 66 was a new CVFG LLC position in Q3 2026.
  • Phillips 66 made up 0.6% of CVFG LLC's portfolio in Q3 2026, its #46 holding.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on CVFG LLC's 13F filing for Q3 2026, filed 12 Nov 2026.