KLCM Advisors’s Phillips 66 PSX Stock Holding History

KLCM Advisors’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	$228K	Hold	1,350	–	–	0.02%	260
2026 Q1	$246K	Buy	+1,350	New	+$212K	0.02%	227
2025 Q3	–	Sell	-2,025	Closed	-$242K	–	193
2025 Q2	$242K	Hold	2,025	–	–	0.03%	149
2025 Q1	$250K	Hold	2,025	–	–	0.03%	146
2024 Q4	$231K	Sell	2,025 -47	-2%	-$5.98K	0.03%	146
2024 Q3	$272K	Hold	2,072	–	–	0.03%	134
2024 Q2	$293K	Hold	2,072	–	–	0.04%	131
2024 Q1	$338K	Sell	2,072 -165	-7%	-$23.8K	0.04%	119
2023 Q4	$298K	Hold	2,237	–	–	0.05%	118
2023 Q3	$269K	Hold	2,237	–	–	0.05%	113
2023 Q2	$213K	Hold	2,237	–	–	0.04%	123
2023 Q1	$227K	Sell	2,237 -400	-15%	-$40.7K	0.05%	115
2022 Q4	$274K	Buy	2,637 +146	+6%	+$14.9K	0.06%	102
2022 Q3	$201K	Hold	2,491	–	–	0.05%	107
2022 Q2	$204K	Buy	+2,491	New	+$230K	0.05%	104
2020 Q1	–	Sell	-1,970	Closed	-$219K	–	103
2019 Q4	$219K	Buy	+1,970	New	+$221K	0.05%	91

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

KLCM Advisors's PSX Position: Q2 2026 in Review

KLCM Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 1,350 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #260.

KLCM Advisors first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $338K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

KLCM Advisors held 1,350 shares of Phillips 66 worth $228K as of Q2 2026.
KLCM Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #260 holding.
KLCM Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
KLCM Advisors's Phillips 66 position peaked at $338K in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.