Mill Capital Management’s Phillips 66 PSX Stock Holding History

Mill Capital 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 Q3	$884K	Hold	3,462	–	–	0.06%	80
2026 Q2	$585K	Hold	3,462	–	–	0.04%	89
2026 Q1	$631K	Sell	3,462 -682	-16%	-$107K	0.05%	89
2025 Q4	$535K	Hold	4,144	–	–	0.04%	95
2025 Q3	$564K	Hold	4,144	–	–	0.04%	91
2025 Q2	$494K	Hold	4,144	–	–	0.04%	92
2025 Q1	$512K	Sell	4,144 -1	-0%	-$123	0.04%	91
2024 Q4	$472K	Hold	4,145	–	–	0.04%	89
2024 Q3	$545K	Hold	4,145	–	–	0.04%	89
2024 Q2	$585K	Sell	4,145 -1,000	-19%	-$148K	0.05%	90
2024 Q1	$840K	Hold	5,145	–	–	0.07%	84
2023 Q4	$685K	Hold	5,145	–	–	0.06%	87
2023 Q3	$618K	Hold	5,145	–	–	0.06%	90
2023 Q2	$491K	Sell	5,145 -1,711	-25%	-$166K	0.05%	96
2023 Q1	$695K	Buy	6,856 +1,711	+33%	+$174K	0.07%	87
2022 Q4	$535K	Hold	5,145	–	–	0.06%	91
2022 Q3	$415K	Buy	5,145 +498	+11%	+$42.4K	0.05%	97
2022 Q2	$381K	Hold	4,647	–	–	0.04%	98
2022 Q1	$401K	Hold	4,647	–	–	0.04%	105
2021 Q4	$337K	Buy	+4,647	New	+$351K	0.03%	98

Other funds holding PSX

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Mill Capital Management's PSX Position: Q3 2026 in Review

Mill Capital Management held its Phillips 66 (PSX) position steady in Q3 2026 at 3,462 shares worth $884K. The position accounts for 0.06% of the portfolio, ranked #80.

Mill Capital Management first reported a position in PSX in Q4 2021 and has held it in 20 quarters since. 1,113 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Mill Capital Management held 3,462 shares of Phillips 66 worth $884K as of Q3 2026.
Mill Capital Management left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.06% of Mill Capital Management's portfolio in Q3 2026, its #80 holding.
Mill Capital Management first reported a position in Phillips 66 in Q4 2021 and has held it in 20 quarters since.
1,113 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.