Letson Investment Management’s Phillips 66 PSX Stock Holding History

Letson Investment 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 Q2	$411K	Hold	2,429	–	–	0.15%	82
2026 Q1	$443K	Hold	2,429	–	–	0.17%	72
2025 Q4	$313K	Hold	2,429	–	–	0.11%	83
2025 Q3	$330K	Hold	2,429	–	–	0.12%	83
2025 Q2	$290K	Hold	2,429	–	–	0.11%	84
2025 Q1	$300K	Hold	2,429	–	–	0.12%	76
2024 Q4	$277K	Hold	2,429	–	–	0.11%	84
2024 Q3	$319K	Hold	2,429	–	–	0.13%	78
2024 Q2	$343K	Hold	2,429	–	–	0.15%	73
2024 Q1	$397K	Buy	2,429 +172	+8%	+$24.8K	0.17%	74
2023 Q4	$300K	Buy	+2,257	New	+$270K	0.14%	76

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

Letson Investment Management's PSX Position: Q2 2026 in Review

Letson Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,429 shares worth $411K. The position accounts for 0.15% of the portfolio, ranked #82.

Letson Investment Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $443K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Letson Investment Management held 2,429 shares of Phillips 66 worth $411K as of Q2 2026.
Letson Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.15% of Letson Investment Management's portfolio in Q2 2026, its #82 holding.
Letson Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Phillips 66 position peaked at $443K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.