Kavar Capital Partners Group’s Phillips 66 PSX Stock Holding History

Kavar Capital Partners Group’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	$206K	Buy	1,220 +22	+2%	+$3.79K	0.03%	197
2026 Q1	$218K	Buy	+1,198	New	+$188K	0.03%	201
2019 Q3	–	Sell	-1,102	Closed	-$103K	–	373
2019 Q2	$103K	Buy	+1,102	New	+$98.9K	0.04%	163
2018 Q3	–	Sell	-1,193	Closed	-$134K	–	311
2018 Q2	$134K	Hold	1,193	–	–	0.07%	128
2018 Q1	$114K	Buy	+1,193	New	+$116K	0.06%	136
2016 Q1	–	Sell	-1,093	Closed	-$89K	–	317
2015 Q4	$89K	Buy	1,093 +91	+9%	+$7.85K	0.06%	136
2015 Q3	$76K	Hold	1,002	–	–	0.05%	148
2015 Q2	$80K	Buy	+1,002	New	+$79.6K	0.05%	156
2014 Q2	–	Sell	-1,002	Closed	-$77K	–	360
2014 Q1	$77K	Hold	1,002	–	–	0.06%	172
2013 Q4	$77K	Buy	+1,002	New	+$66.8K	0.07%	165

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

Kavar Capital Partners Group's PSX Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Phillips 66 (PSX) stake by 1.8% in Q2 2026, buying an estimated $3.79K and bringing the position to 1,220 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #197.

Kavar Capital Partners Group first reported a position in PSX in Q4 2013 and has held it in 10 quarters since. The position peaked at $218K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Kavar Capital Partners Group held 1,220 shares of Phillips 66 worth $206K as of Q2 2026.
Kavar Capital Partners Group bought 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
Phillips 66 made up 0.03% of Kavar Capital Partners Group's portfolio in Q2 2026, its #197 holding.
Kavar Capital Partners Group first reported a position in Phillips 66 in Q4 2013 and has held it in 10 quarters since.
Kavar Capital Partners Group's Phillips 66 position peaked at $218K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.