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Martin Capital Partners’s Phillips 66 PSX Stock Holding History

Martin Capital 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
Q2 		$4.01M Sell
23,709
-10,012
-30% -$1.72M 1.47% 36
2026
Q1 		$6.14M Sell
33,721
-80
-0.2% -$12.5K 2.28% 19
2025
Q4 		$4.36M Buy
33,801
+74
+0.2% +$9.96K 1.64% 34
2025
Q3 		$4.59M Sell
33,727
-431
-1% -$55.2K 1.78% 34
2025
Q2 		$4.08M Buy
34,158
+24,354
+248% +$2.73M 1.6% 32
2025
Q1 		$1.21M Sell
9,804
-29
-0.3% -$3.57K 1.45% 36
2024
Q4 		$1.12M Sell
9,833
-14,393
-59% -$1.83M 1.33% 38
2024
Q3 		$3.18M Sell
24,226
-8,596
-26% -$1.16M 1.57% 38
2024
Q2 		$4.63M Sell
32,822
-1,062
-3% -$157K 1.87% 28
2024
Q1 		$5.54M Sell
33,884
-857
-2% -$124K 2.12% 25
2023
Q4 		$4.63M Sell
34,741
-522
-1% -$62.4K 1.89% 31
2023
Q3 		$4.24M Buy
35,263
+147
+0.4% +$16.5K 1.78% 31
2023
Q2 		$3.35M Sell
35,116
-1,078
-3% -$105K 1.36% 41
2023
Q1 		$3.67M Buy
36,194
+378
+1% +$38.4K 1.53% 38
2022
Q4 		$3.73M Buy
35,816
+2,607
+8% +$267K 1.54% 37
2022
Q3 		$2.68M Buy
33,209
+1,490
+5% +$127K 1.24% 40
2022
Q2 		$2.6M Buy
+31,719
New +$2.93M 1.23% 41

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Martin Capital Partners's PSX Position: Q2 2026 in Review

Martin Capital Partners reduced its Phillips 66 (PSX) stake by 30% in Q2 2026, selling an estimated $1.72M and leaving 23,709 shares worth $4.01M. The position accounts for 1.47% of the portfolio, ranked #36.

Martin Capital Partners first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.14M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Martin Capital Partners held 23,709 shares of Phillips 66 worth $4.01M as of Q2 2026.
  • Martin Capital Partners sold 10,012 Phillips 66 shares in Q2 2026, an estimated $1.72M.
  • Phillips 66 made up 1.47% of Martin Capital Partners's portfolio in Q2 2026, its #36 holding.
  • Martin Capital Partners first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • Martin Capital Partners's Phillips 66 position peaked at $6.14M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.