M. Kraus & Co’s Phillips 66 PSX Stock Holding History

M. Kraus & Co’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 Q3	$250K	Buy	+979	New	+$224K	0.07%	73
2020 Q1	–	Sell	-1,857	Closed	-$207K	–	49
2019 Q4	$207K	Buy	+1,857	New	+$209K	0.1%	48
2018 Q4	–	Sell	-1,850	Closed	-$209K	–	45
2018 Q3	$209K	Buy	+1,850	New	+$214K	0.12%	44
2016 Q2	–	Sell	-4,749	Closed	-$411K	–	53
2016 Q1	$411K	Sell	4,749 -475	-9%	-$38.6K	0.31%	41
2015 Q4	$427K	Sell	5,224 -44,020	-89%	-$3.8M	0.32%	41
2015 Q3	$3.78M	Sell	49,244 -1,282	-3%	-$102K	3.05%	16
2015 Q2	$4.07M	Sell	50,526 -40	-0.1%	-$3.18K	2.95%	16
2015 Q1	$3.97M	Sell	50,566 -90	-0.2%	-$6.61K	2.85%	16
2014 Q4	$3.63M	Sell	50,656 -240	-0.5%	-$17.7K	2.64%	18
2014 Q3	$4.14M	Sell	50,896 -326	-0.6%	-$27.1K	3.17%	11
2014 Q2	$4.12M	Hold	51,222	–	–	3.13%	11
2014 Q1	$3.95M	Sell	51,222 -160	-0.3%	-$12.2K	3.21%	10
2013 Q4	$3.96M	Buy	+51,382	New	+$3.43M	3.22%	10

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

M. Kraus & Co's PSX Position: Q3 2026 in Review

M. Kraus & Co opened a new position in Phillips 66 (PSX) in Q3 2026: 979 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings. This is a return to the name: M. Kraus & Co previously reported a position in PSX as recently as Q4 2019.

M. Kraus & Co first reported a position in PSX in Q4 2013 and has held it in 13 quarters since. The position peaked at $4.14M in Q3 2014. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

M. Kraus & Co held 979 shares of Phillips 66 worth $250K as of Q3 2026.
Phillips 66 was a new M. Kraus & Co position in Q3 2026.
Phillips 66 made up 0.07% of M. Kraus & Co's portfolio in Q3 2026, its #73 holding.
M. Kraus & Co first reported a position in Phillips 66 in Q4 2013 and has held it in 13 quarters since.
M. Kraus & Co's Phillips 66 position peaked at $4.14M in Q3 2014.
1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on M. Kraus & Co's 13F filing for Q3 2026, filed 20 Oct 2026.