Kanawha Capital Management’s Phillips 66 PSX Stock Holding History

Kanawha Capital 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	$546K	Hold	2,995	–	–	0.04%	151
2025 Q4	$386K	Hold	2,995	–	–	0.03%	170
2025 Q3	$407K	Hold	2,995	–	–	0.03%	165
2025 Q2	$357K	Hold	2,995	–	–	0.03%	173
2025 Q1	$370K	Buy	2,995 +228	+8%	+$28.1K	0.03%	169
2024 Q4	$315K	Buy	2,767 +22	+0.8%	+$2.8K	0.02%	179
2024 Q3	$361K	Sell	2,745 -240	-8%	-$32.4K	0.03%	183
2024 Q2	$421K	Buy	2,985 +206	+7%	+$30.5K	0.03%	174
2024 Q1	$454K	Sell	2,779 -100	-3%	-$14.4K	0.04%	168
2023 Q4	$383K	Sell	2,879 -206	-7%	-$24.6K	0.04%	163
2023 Q3	$371K	Sell	3,085 -57	-2%	-$6.4K	0.04%	160
2023 Q2	$300K	Buy	3,142 +68	+2%	+$6.61K	0.03%	182
2023 Q1	$312K	Hold	3,074	–	–	0.03%	175
2022 Q4	$320K	Hold	3,074	–	–	0.03%	175
2022 Q3	$248K	Hold	3,074	–	–	0.03%	181
2022 Q2	$252K	Hold	3,074	–	–	0.03%	181
2022 Q1	$266K	Hold	3,074	–	–	0.02%	184
2021 Q4	$223K	Hold	3,074	–	–	0.02%	196
2021 Q3	$215K	Sell	3,074 -20	-0.6%	-$1.45K	0.02%	196
2021 Q2	$266K	Hold	3,094	–	–	0.02%	190
2021 Q1	$252K	Hold	3,094	–	–	0.02%	186
2020 Q4	$216K	Buy	+3,094	New	+$182K	0.02%	195
2020 Q3	–	Sell	-3,094	Closed	-$222K	–	196
2020 Q2	$222K	Buy	+3,094	New	+$219K	0.03%	179
2020 Q1	–	Sell	-3,262	Closed	-$363K	–	191
2019 Q4	$363K	Buy	3,262 +413	+14%	+$46.4K	0.04%	155
2019 Q3	$292K	Buy	2,849 +272	+11%	+$27.3K	0.04%	157
2019 Q2	$241K	Hold	2,577	–	–	0.03%	166
2019 Q1	$245K	Hold	2,577	–	–	0.03%	156
2018 Q4	$222K	Buy	2,577 +150	+6%	+$14.7K	0.03%	158
2018 Q3	$274K	Hold	2,427	–	–	0.04%	151
2018 Q2	$273K	Hold	2,427	–	–	0.04%	149
2018 Q1	$233K	Hold	2,427	–	–	0.04%	161
2017 Q4	$245K	Hold	2,427	–	–	0.04%	156
2017 Q3	$222K	Hold	2,427	–	–	0.03%	162
2017 Q2	$201K	Buy	+2,427	New	+$191K	0.03%	167
2017 Q1	–	Sell	-2,427	Closed	-$210K	–	166
2016 Q4	$210K	Buy	+2,427	New	+$202K	0.04%	160
2016 Q3	–	Sell	-3,177	Closed	-$252K	–	166
2016 Q2	$252K	Hold	3,177	–	–	0.04%	154
2016 Q1	$275K	Hold	3,177	–	–	0.05%	145
2015 Q4	$260K	Hold	3,177	–	–	0.05%	141
2015 Q3	$244K	Hold	3,177	–	–	0.05%	141
2015 Q2	$256K	Hold	3,177	–	–	0.05%	147
2015 Q1	$250K	Hold	3,177	–	–	0.04%	145
2014 Q4	$228K	Hold	3,177	–	–	0.04%	149
2014 Q3	$258K	Buy	3,177 +200	+7%	+$16.6K	0.05%	137
2014 Q2	$239K	Sell	2,977 -162	-5%	-$13.3K	0.04%	146
2014 Q1	$242K	Hold	3,139	–	–	0.05%	140
2013 Q4	$242K	Buy	+3,139	New	+$209K	0.05%	136

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

Kanawha Capital Management's PSX Position: Q1 2026 in Review

Kanawha Capital Management held its Phillips 66 (PSX) position steady in Q1 2026 at 2,995 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #151.

Kanawha Capital Management first reported a position in PSX in Q4 2013 and has held it in 46 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Kanawha Capital Management held 2,995 shares of Phillips 66 worth $546K as of Q1 2026.
Kanawha Capital Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.04% of Kanawha Capital Management's portfolio in Q1 2026, its #151 holding.
Kanawha Capital Management first reported a position in Phillips 66 in Q4 2013 and has held it in 46 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.