Merewether Investment Management’s Phillips 66 PSX Stock Holding History

Merewether 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 Q2	$164M	Buy	967,351 +885,051	+1,075%	+$152M	3.08%	6
2026 Q1	$15M	Buy	+82,300	New	+$12.9M	0.29%	64
2025 Q1	–	Sell	-388,740	Closed	-$44.3M	–	64
2024 Q4	$44.3M	Buy	+388,740	New	+$49.5M	1.77%	25
2024 Q2	–	Sell	-361,507	Closed	-$59M	–	52
2024 Q1	$59M	Sell	361,507 -391,720	-52%	-$56.5M	3.14%	11
2023 Q4	$100M	Buy	753,227 +140,527	+23%	+$16.8M	5.92%	3
2023 Q3	$73.6M	Buy	+612,700	New	+$68.8M	4.45%	6
2022 Q3	–	Sell	-231,533	Closed	-$19M	–	41
2022 Q2	$19M	Sell	231,533 -662,217	-74%	-$61.3M	2.46%	17
2022 Q1	$77.2M	Buy	893,750 +170,000	+23%	+$14.3M	7.84%	2
2021 Q4	$52.4M	Buy	+723,750	New	+$54.7M	5.56%	6

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merewether Investment Management's PSX Position: Q2 2026 in Review

Merewether Investment Management increased its Phillips 66 (PSX) stake by 1,075% in Q2 2026, buying an estimated $152M and bringing the position to 967,351 shares worth $164M. The position accounts for 3.08% of the portfolio, ranked #6.

Merewether Investment Management first reported a position in PSX in Q4 2021 and has held it in 9 quarters since. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Merewether Investment Management held 967,351 shares of Phillips 66 worth $164M as of Q2 2026.
Merewether Investment Management bought 885,051 Phillips 66 shares in Q2 2026, an estimated $152M.
Phillips 66 made up 3.08% of Merewether Investment Management's portfolio in Q2 2026, its #6 holding.
Merewether Investment Management first reported a position in Phillips 66 in Q4 2021 and has held it in 9 quarters since.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.