MIM
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Marco Investment Management’s Phillips 66 PSX Stock Holding History

Marco 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
Q1 		$14.1M Sell
77,511
-145
-0.2% -$22.7K 1.07% 31
2025
Q4 		$10M Sell
77,656
-1,100
-1% -$148K 0.75% 35
2025
Q3 		$10.7M Buy
78,756
+1,034
+1% +$132K 0.82% 30
2025
Q2 		$9.27M Buy
77,722
+575
+0.7% +$64.4K 0.77% 36
2025
Q1 		$9.53M Sell
77,147
-1,835
-2% -$226K 0.88% 34
2024
Q4 		$9M Buy
78,982
+1,060
+1% +$135K 0.78% 38
2024
Q3 		$10.2M Buy
77,922
+1,802
+2% +$243K 0.88% 36
2024
Q2 		$10.7M Buy
76,120
+959
+1% +$142K 0.99% 33
2024
Q1 		$12.3M Buy
75,161
+876
+1% +$126K 1.16% 30
2023
Q4 		$9.89M Buy
74,285
+90
+0.1% +$10.8K 1.01% 34
2023
Q3 		$8.91M Sell
74,195
-335
-0.4% -$37.6K 1.03% 34
2023
Q2 		$7.11M Sell
74,530
-1,528
-2% -$149K 0.77% 41
2023
Q1 		$7.71M Buy
76,058
+202
+0.3% +$20.5K 0.87% 36
2022
Q4 		$7.9M Sell
75,856
-505
-0.7% -$51.7K 0.92% 35
2022
Q3 		$6.16M Buy
76,361
+2,015
+3% +$172K 0.78% 42
2022
Q2 		$6.1M Sell
74,346
-86
-0.1% -$7.96K 0.71% 47
2022
Q1 		$6.43M Buy
74,432
+21,476
+41% +$1.81M 0.65% 48
2021
Q4 		$3.84M Buy
52,956
+13,372
+34% +$1.01M 0.38% 68
2021
Q3 		$2.77M Buy
39,584
+4,167
+12% +$302K 0.31% 84
2021
Q2 		$3.04M Buy
35,417
+5,903
+20% +$498K 0.35% 73
2021
Q1 		$2.41M Hold
29,514
– – 0.31% 75
2020
Q4 		$2.06M Buy
29,514
+700
+2% +$41.1K 0.3% 74
2020
Q3 		$1.49M Sell
28,814
-500
-2% -$30.5K 0.24% 74
2020
Q2 		$2.11M Sell
29,314
-903
-3% -$63.9K 0.39% 61
2020
Q1 		$1.62M Sell
30,217
-2,200
-7% -$179K 0.34% 62
2019
Q4 		$3.61M Sell
32,417
-277
-0.8% -$31.1K 0.56% 52
2019
Q3 		$3.35M Buy
32,694
+78
+0.2% +$7.82K 0.57% 53
2019
Q2 		$3.05M Buy
32,616
+1,107
+4% +$99.3K 0.54% 53
2019
Q1 		$3M Sell
31,509
-2,287
-7% -$217K 0.56% 54
2018
Q4 		$2.91M Buy
33,796
+1,830
+6% +$179K 0.58% 52
2018
Q3 		$3.6M Sell
31,966
-79
-0.2% -$9.13K 0.51% 57
2018
Q2 		$3.6M Sell
32,045
-1,119
-3% -$126K 0.56% 54
2018
Q1 		$3.18M Sell
33,164
-1,626
-5% -$158K 0.49% 57
2017
Q4 		$3.52M Sell
34,790
-6,472
-16% -$615K 0.54% 55
2017
Q3 		$3.78M Buy
41,262
+17,708
+75% +$1.5M 0.59% 54
2017
Q2 		$1.95M Buy
23,554
+440
+2% +$34.5K 0.32% 77
2017
Q1 		$1.83M Sell
23,114
-296
-1% -$23.8K 0.31% 79
2016
Q4 		$2.02M Buy
23,410
+504
+2% +$41.9K 0.35% 79
2016
Q3 		$1.84M Sell
22,906
-636
-3% -$49.4K 0.33% 81
2016
Q2 		$1.87M Buy
23,542
+4
+0% +$327 0.35% 81
2016
Q1 		$2.04K Buy
23,538
+123
+0.5% +$10K 0.29% 79
2015
Q4 		$1.92M Sell
23,415
-97
-0.4% -$8.37K 0.36% 85
2015
Q3 		$1.81M Buy
23,512
+4
+0% +$318 0.36% 87
2015
Q2 		$1.89M Buy
23,508
+304
+1% +$24.2K 0.32% 89
2015
Q1 		$1.82M Buy
23,204
+1,303
+6% +$95.6K 0.32% 84
2014
Q4 		$1.57M Buy
21,901
+8,410
+62% +$620K 0.2% 92
2014
Q3 		$1.1M Buy
13,491
+120
+0.9% +$9.99K 0.15% 97
2014
Q2 		$1.07M Sell
13,371
-930
-7% -$76.6K 0.21% 97
2014
Q1 		$1.1M Sell
14,301
-2,050
-13% -$156K 0.23% 93
2013
Q4 		$1.26K Sell
16,351
-2,250
-12% -$150K 0.07% 90
2013
Q3 		$1.08M Buy
18,601
+1,000
+6% +$58K 0.25% 93
2013
Q2 		$1.04M Buy
+17,601
New +$1.11M 0.3% 67

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

Marco Investment Management's PSX Position: Q1 2026 in Review

Marco Investment Management reduced its Phillips 66 (PSX) stake by 0.19% in Q1 2026, selling an estimated $22.7K and leaving 77,511 shares worth $14.1M. The position accounts for 1.07% of the portfolio, ranked #31.

Marco Investment Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Marco Investment Management held 77,511 shares of Phillips 66 worth $14.1M as of Q1 2026.
  • Marco Investment Management sold 145 Phillips 66 shares in Q1 2026, an estimated $22.7K.
  • Phillips 66 made up 1.07% of Marco Investment Management's portfolio in Q1 2026, its #31 holding.
  • Marco Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.