Intrinsic Value Partners’s Phillips 66 PSX Stock Holding History

Intrinsic Value Partners’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	$331K	Hold	1,957	–	–	0.23%	60
2026 Q1	$357K	Sell	1,957 -20	-1%	-$3.13K	0.27%	60
2025 Q4	$255K	Sell	1,977 -820	-29%	-$110K	0.19%	65
2025 Q3	$380K	Sell	2,797 -15	-0.5%	-$1.92K	0.31%	53
2025 Q2	$335K	Sell	2,812 -74	-3%	-$8.29K	0.3%	57
2025 Q1	$356K	Sell	2,886 -63	-2%	-$7.76K	0.35%	50
2024 Q4	$336K	Sell	2,949 -140	-5%	-$17.8K	0.34%	52
2024 Q3	$406K	Sell	3,089 -78	-2%	-$10.5K	0.41%	50
2024 Q2	$447K	Sell	3,167 -60	-2%	-$8.88K	0.47%	44
2024 Q1	$527K	Sell	3,227 -107	-3%	-$15.4K	0.56%	39
2023 Q4	$444K	Hold	3,334	–	–	0.52%	41
2023 Q3	$401K	Hold	3,334	–	–	0.51%	38
2023 Q2	$318K	Sell	3,334 -25	-0.7%	-$2.43K	0.4%	46
2023 Q1	$341K	Sell	3,359 -1,125	-25%	-$114K	0.46%	44
2022 Q4	$467K	Sell	4,484 -345	-7%	-$35.3K	0.64%	38
2022 Q3	$390K	Hold	4,829	–	–	0.54%	41
2022 Q2	$396K	Sell	4,829 -78	-2%	-$7.22K	0.51%	40
2022 Q1	$424K	Sell	4,907 -84	-2%	-$7.07K	0.45%	36
2021 Q4	$362K	Buy	+4,991	New	+$377K	0.39%	37

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Intrinsic Value Partners's PSX Position: Q2 2026 in Review

Intrinsic Value Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 1,957 shares worth $331K. The position accounts for 0.23% of the portfolio, ranked #60.

Intrinsic Value Partners first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $527K in Q1 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Intrinsic Value Partners held 1,957 shares of Phillips 66 worth $331K as of Q2 2026.
Intrinsic Value Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.23% of Intrinsic Value Partners's portfolio in Q2 2026, its #60 holding.
Intrinsic Value Partners first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Intrinsic Value Partners's Phillips 66 position peaked at $527K in Q1 2024.
355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.