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 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 $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

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

Merewether Investment Management opened a new position in Phillips 66 (PSX) in Q1 2026: 82,300 shares worth $15M. The stake represents 0.29% of the portfolio and ranks #64 among its holdings. This is a return to the name: Merewether Investment Management previously reported a position in PSX as recently as Q4 2024.

Merewether Investment Management first reported a position in PSX in Q4 2021 and has held it in 8 quarters since. The position peaked at $100M in Q4 2023. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Merewether Investment Management held 82,300 shares of Phillips 66 worth $15M as of Q1 2026.
Phillips 66 was a new Merewether Investment Management position in Q1 2026.
Phillips 66 made up 0.29% of Merewether Investment Management's portfolio in Q1 2026, its #64 holding.
Merewether Investment Management first reported a position in Phillips 66 in Q4 2021 and has held it in 8 quarters since.
Merewether Investment Management's Phillips 66 position peaked at $100M in Q4 2023.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.