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Kuhn & Co Investment Counsel’s Phillips 66 PSX Stock Holding History

Kuhn & Co Investment Counsel’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 		$1.15M Buy
6,294
+1,300
+26% +$204K 0.74% 37
2025
Q4 		$644K Buy
4,994
+1,209
+32% +$163K 0.43% 71
2025
Q3 		$515K Sell
3,785
-1,118
-23% -$143K 0.41% 79
2025
Q2 		$585K Buy
4,903
+935
+24% +$105K 0.44% 78
2025
Q1 		$490K Hold
3,968
– – 0.41% 80
2024
Q4 		$452K Hold
3,968
– – 0.38% 80
2024
Q3 		$522K Hold
3,968
– – 0.45% 80
2024
Q2 		$560K Hold
3,968
– – 0.5% 64
2024
Q1 		$648K Hold
3,968
– – 0.61% 53
2023
Q4 		$528K Buy
+3,968
New +$474K 0.54% 59

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $544B AUM 28.31% 1-Year Est. Return

Kuhn & Co Investment Counsel's PSX Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Phillips 66 (PSX) stake by 26% in Q1 2026, buying an estimated $204K and bringing the position to 6,294 shares worth $1.15M. The position accounts for 0.74% of the portfolio, ranked #37.

Kuhn & Co Investment Counsel first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Kuhn & Co Investment Counsel held 6,294 shares of Phillips 66 worth $1.15M as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 1,300 Phillips 66 shares in Q1 2026, an estimated $204K.
  • Phillips 66 made up 0.74% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #37 holding.
  • Kuhn & Co Investment Counsel first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.