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 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

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

Mill Capital Management's PSX Position: Q1 2026 in Review

Mill Capital Management reduced its Phillips 66 (PSX) stake by 16% in Q1 2026, selling an estimated $107K and leaving 3,462 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #89.

Mill Capital Management first reported a position in PSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $840K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Mill Capital Management held 3,462 shares of Phillips 66 worth $631K as of Q1 2026.
Mill Capital Management sold 682 Phillips 66 shares in Q1 2026, an estimated $107K.
Phillips 66 made up 0.05% of Mill Capital Management's portfolio in Q1 2026, its #89 holding.
Mill Capital Management first reported a position in Phillips 66 in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's Phillips 66 position peaked at $840K in Q1 2024.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.