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Means Investment Company’s Phillips 66 PSX Stock Holding History

Means Investment Company’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 		$773K Buy
4,242
+72
+2% +$11.3K 0.07% 101
2025
Q4 		$538K Buy
4,170
+1
+0% +$135 0.05% 121
2025
Q3 		$567K Sell
4,169
-167
-4% -$21.4K 0.05% 123
2025
Q2 		$517K Buy
4,336
+3
+0.1% +$336 0.05% 122
2025
Q1 		$535K Sell
4,333
-318
-7% -$39.2K 0.06% 119
2024
Q4 		$530K Sell
4,651
-18
-0.4% -$2.29K 0.06% 123
2024
Q3 		$614K Buy
4,669
+3
+0.1% +$405 0.07% 116
2024
Q2 		$659K Buy
4,666
+3
+0.1% +$444 0.08% 109
2024
Q1 		$762K Buy
4,663
+7
+0.2% +$1.01K 0.1% 102
2023
Q4 		$620K Buy
4,656
+242
+5% +$28.9K 0.09% 113
2023
Q3 		$530K Sell
4,414
-12
-0.3% -$1.35K 0.09% 119
2023
Q2 		$422K Sell
4,426
-2
-0% -$194 0.07% 131
2023
Q1 		$449K Buy
4,428
+14
+0.3% +$1.42K 0.08% 128
2022
Q4 		$459K Buy
4,414
+2
+0% +$205 0.09% 123
2022
Q3 		$356K Sell
4,412
-157
-3% -$13.4K 0.08% 137
2022
Q2 		$375K Buy
4,569
+5
+0.1% +$463 0.08% 133
2022
Q1 		$394K Buy
4,564
+4
+0.1% +$337 0.07% 132
2021
Q4 		$330K Buy
4,560
+6
+0.1% +$454 0.06% 150
2021
Q3 		$319K Sell
4,554
-272
-6% -$19.7K 0.06% 144
2021
Q2 		$414K Buy
4,826
+473
+11% +$39.9K 0.08% 130
2021
Q1 		$355K Buy
4,353
+2
+0% +$157 0.08% 132
2020
Q4 		$336K Sell
4,351
-21
-0.5% -$1.23K 0.08% 137
2020
Q3 		$204K Sell
4,372
-139
-3% -$8.48K 0.06% 143
2020
Q2 		$289K Sell
4,511
-26
-0.6% -$1.84K 0.09% 114
2020
Q1 		$264K Sell
4,537
-16
-0.4% -$1.3K 0.1% 106
2019
Q4 		$470K Sell
4,553
-66
-1% -$7.42K 0.16% 86
2019
Q3 		$547K Buy
4,619
+427
+10% +$42.8K 0.21% 80
2019
Q2 		$410K Sell
4,192
-171
-4% -$15.3K 0.17% 93
2019
Q1 		$415K Buy
4,363
+205
+5% +$19.5K 0.18% 88
2018
Q4 		$358K Buy
+4,158
New +$406K 0.2% 90

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

Means Investment Company's PSX Position: Q1 2026 in Review

Means Investment Company increased its Phillips 66 (PSX) stake by 1.7% in Q1 2026, buying an estimated $11.3K and bringing the position to 4,242 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #101.

Means Investment Company first reported a position in PSX in Q4 2018 and has held it in 30 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Means Investment Company held 4,242 shares of Phillips 66 worth $773K as of Q1 2026.
  • Means Investment Company bought 72 Phillips 66 shares in Q1 2026, an estimated $11.3K.
  • Phillips 66 made up 0.07% of Means Investment Company's portfolio in Q1 2026, its #101 holding.
  • Means Investment Company first reported a position in Phillips 66 in Q4 2018 and has held it in 30 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.