Marietta Investment Partners’s Phillips 66 PSX Stock Holding History

Marietta Investment 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	$430K	Hold	2,360	–	–	0.09%	124
2025 Q4	$305K	Sell	2,360 -8	-0.3%	-$1.08K	0.06%	141
2025 Q3	$322K	Buy	2,368 +8	+0.3%	+$1.02K	0.06%	148
2025 Q2	$282K	Hold	2,360	–	–	0.06%	142
2025 Q1	$291K	Hold	2,360	–	–	0.07%	139
2024 Q4	$269K	Hold	2,360	–	–	0.06%	143
2024 Q3	$310K	Hold	2,360	–	–	0.07%	139
2024 Q2	$333K	Hold	2,360	–	–	0.07%	135
2024 Q1	$385K	Hold	2,360	–	–	0.08%	130
2023 Q4	$314K	Hold	2,360	–	–	0.08%	133
2023 Q3	$284K	Hold	2,360	–	–	0.08%	141
2023 Q2	$225K	Hold	2,360	–	–	0.06%	155
2023 Q1	$239K	Hold	2,360	–	–	0.07%	150
2022 Q4	$246K	Hold	2,360	–	–	0.07%	162
2022 Q3	$244K	Buy	+2,360	New	+$201K	0.07%	156
2022 Q2	–	Sell	-2,360	Closed	-$204K	–	181
2022 Q1	$204K	Buy	+2,360	New	+$199K	0.05%	180
2021 Q3	–	Sell	-2,360	Closed	-$203K	–	186
2021 Q2	$203K	Buy	+2,360	New	+$199K	0.05%	179
2020 Q1	–	Sell	-2,457	Closed	-$274K	–	143
2019 Q4	$274K	Hold	2,457	–	–	0.09%	132
2019 Q3	$252K	Hold	2,457	–	–	0.09%	135
2019 Q2	$230K	Hold	2,457	–	–	0.08%	134
2019 Q1	$234K	Hold	2,457	–	–	0.07%	136
2018 Q4	$212K	Hold	2,457	–	–	0.08%	128
2018 Q3	$277K	Hold	2,457	–	–	0.08%	127
2018 Q2	$276K	Hold	2,457	–	–	0.09%	120
2018 Q1	$236K	Hold	2,457	–	–	0.07%	128
2017 Q4	$249K	Hold	2,457	–	–	0.07%	129
2017 Q3	$225K	Hold	2,457	–	–	0.07%	125
2017 Q2	$203K	Buy	+2,457	New	+$193K	0.07%	128
2017 Q1	–	Sell	-2,457	Closed	-$212K	–	145
2016 Q4	$212K	Buy	+2,457	New	+$204K	0.07%	128
2016 Q2	–	Sell	-2,457	Closed	-$213K	–	145
2016 Q1	$213K	Hold	2,457	–	–	0.09%	118
2015 Q4	$201K	Hold	2,457	–	–	0.08%	118
2015 Q3	$230K	Buy	+2,457	New	+$195K	0.09%	114
2015 Q1	–	Sell	-2,847	Closed	-$204K	–	121
2014 Q4	$204K	Sell	2,847 -335	-11%	-$24.7K	0.08%	116
2014 Q3	$259K	Hold	3,182	–	–	0.12%	94
2014 Q2	$256K	Sell	3,182 -233	-7%	-$19.2K	0.11%	105
2014 Q1	$263K	Hold	3,415	–	–	0.1%	116
2013 Q4	$263K	Sell	3,415 -68	-2%	-$4.54K	0.1%	118
2013 Q3	$201K	Hold	3,483	–	–	0.08%	130
2013 Q2	$205K	Buy	+3,483	New	+$219K	0.09%	124

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marietta Investment Partners's PSX Position: Q1 2026 in Review

Marietta Investment Partners held its Phillips 66 (PSX) position steady in Q1 2026 at 2,360 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #124.

Marietta Investment Partners first reported a position in PSX in Q2 2013 and has held it in 39 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Marietta Investment Partners held 2,360 shares of Phillips 66 worth $430K as of Q1 2026.
Marietta Investment Partners left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.09% of Marietta Investment Partners's portfolio in Q1 2026, its #124 holding.
Marietta Investment Partners first reported a position in Phillips 66 in Q2 2013 and has held it in 39 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.