Fox Run Management’s Phillips 66 PSX Stock Holding History

Fox Run 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 Q2	$1.42M	Buy	+8,422	New	+$1.45M	0.24%	78
2024 Q1	–	Sell	-6,302	Closed	-$839K	–	1002
2023 Q4	$839K	Buy	+6,302	New	+$753K	0.21%	133
2021 Q4	–	Sell	-3,030	Closed	-$212K	–	661
2021 Q3	$212K	Buy	3,030 +317	+12%	+$22.9K	0.13%	370
2021 Q2	$233K	Buy	+2,713	New	+$229K	0.21%	243
2020 Q3	–	Sell	-5,341	Closed	-$384K	–	287
2020 Q2	$384K	Buy	+5,341	New	+$378K	0.51%	53
2019 Q4	–	Sell	-2,929	Closed	-$300K	–	503
2019 Q3	$300K	Buy	+2,929	New	+$294K	0.27%	156
2019 Q2	–	Sell	-3,453	Closed	-$329K	–	589
2019 Q1	$329K	Buy	+3,453	New	+$328K	0.19%	240
2018 Q4	–	Sell	-2,733	Closed	-$308K	–	680
2018 Q3	$308K	Buy	+2,733	New	+$316K	0.13%	339
2018 Q1	–	Sell	-3,074	Closed	-$311K	–	884
2017 Q4	$311K	Sell	3,074 -5,326	-63%	-$506K	0.09%	453
2017 Q3	$770K	Buy	8,400 +4,100	+95%	+$347K	0.22%	143
2017 Q2	$356K	Buy	+4,300	New	+$338K	0.12%	349

Other funds holding PSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fox Run Management's PSX Position: Q2 2026 in Review

Fox Run Management opened a new position in Phillips 66 (PSX) in Q2 2026: 8,422 shares worth $1.42M. The stake represents 0.24% of the portfolio and ranks #78 among its holdings. This is a return to the name: Fox Run Management previously reported a position in PSX as recently as Q4 2023.

Fox Run Management first reported a position in PSX in Q2 2017 and has held it in 11 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Fox Run Management held 8,422 shares of Phillips 66 worth $1.42M as of Q2 2026.
Phillips 66 was a new Fox Run Management position in Q2 2026.
Phillips 66 made up 0.24% of Fox Run Management's portfolio in Q2 2026, its #78 holding.
Fox Run Management first reported a position in Phillips 66 in Q2 2017 and has held it in 11 quarters since.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.