Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Phillips 66 PSX Stock Holding History

Kovitz Investment Group 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
Q1 		$284K Sell
1,560
-3
-0.2% -$470 0.01% 450
2025
Q4 		$202K Sell
1,563
-56,840
-97% -$7.65M ﹤0.01% 467
2025
Q3 		$7.94M Buy
58,403
+10,326
+21% +$1.32M 0.03% 366
2025
Q2 		$5.74M Buy
48,077
+14,150
+42% +$1.59M 0.02% 425
2025
Q1 		$4.19M Sell
33,927
-613
-2% -$75.5K 0.02% 435
2024
Q4 		$3.94M Sell
34,540
-2,660
-7% -$338K 0.02% 446
2024
Q3 		$3.85M Buy
37,200
+12,925
+53% +$1.75M 0.03% 382
2024
Q2 		$3.43M Buy
24,275
+3,032
+14% +$449K 0.03% 348
2024
Q1 		$3.47M Buy
21,243
+16,153
+317% +$2.33M 0.04% 243
2023
Q4 		$678K Buy
5,090
+2,775
+120% +$332K 0.01% 308
2023
Q3 		$278K Sell
2,315
-25
-1% -$2.81K 0.01% 360
2023
Q2 		$223K Buy
+2,340
New +$227K ﹤0.01% 390
2020
Q1 		– Sell
-6,092
Closed -$679K – 389
2019
Q4 		$679K Buy
6,092
+51
+0.8% +$5.73K 0.02% 303
2019
Q3 		$619K Buy
6,041
+50
+0.8% +$5.01K 0.02% 307
2019
Q2 		$560K Sell
5,991
-700
-10% -$62.8K 0.02% 304
2019
Q1 		$638K Buy
+6,691
New +$636K 0.02% 306
2018
Q4 		– Sell
-1,950
Closed -$220K – 262
2018
Q3 		$220K Sell
1,950
-20
-1% -$2.31K 0.01% 145
2018
Q2 		$221K Buy
+1,970
New +$221K 0.01% 140
2018
Q1 		– Sell
-2,957
Closed -$299 – 155
2017
Q4 		$299 Sell
2,957
-200
-6% -$19K 0.01% 138
2017
Q3 		$289K Sell
3,157
-50
-2% -$4.24K 0.01% 139
2017
Q2 		$265K Hold
3,207
– – 0.01% 144
2017
Q1 		$254K Buy
3,207
+100
+3% +$8.06K 0.01% 121
2016
Q4 		$268K Hold
3,107
– – 0.02% 105
2016
Q3 		$250K Hold
3,107
– – 0.02% 119
2016
Q2 		$247K Sell
3,107
-340
-10% -$27.8K 0.02% 118
2016
Q1 		$298K Buy
+3,447
New +$280K 0.02% 118

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group Partners's PSX Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Phillips 66 (PSX) stake by 0.19% in Q1 2026, selling an estimated $470 and leaving 1,560 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #450.

Kovitz Investment Group Partners first reported a position in PSX in Q1 2016 and has held it in 26 quarters since. The position peaked at $7.94M in Q3 2025. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Kovitz Investment Group Partners held 1,560 shares of Phillips 66 worth $284K as of Q1 2026.
  • Kovitz Investment Group Partners sold 3 Phillips 66 shares in Q1 2026, an estimated $470.
  • Phillips 66 made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #450 holding.
  • Kovitz Investment Group Partners first reported a position in Phillips 66 in Q1 2016 and has held it in 26 quarters since.
  • Kovitz Investment Group Partners's Phillips 66 position peaked at $7.94M in Q3 2025.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.