Miller Investment Management’s Phillips 66 PSX Stock Holding History

Miller 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	$1.18M	Hold	6,500	–	–	0.12%	44
2025 Q4	$839K	Hold	6,500	–	–	0.08%	58
2025 Q3	$884K	Hold	6,500	–	–	0.09%	64
2025 Q2	$775K	Hold	6,500	–	–	0.08%	72
2025 Q1	$803K	Hold	6,500	–	–	0.09%	69
2024 Q4	$741K	Hold	6,500	–	–	0.08%	71
2024 Q3	$854K	Hold	6,500	–	–	0.09%	69
2024 Q2	$918K	Hold	6,500	–	–	0.11%	68
2024 Q1	$1.06M	Hold	6,500	–	–	0.14%	63
2023 Q4	$865K	Hold	6,500	–	–	0.12%	67
2023 Q3	$781K	Hold	6,500	–	–	0.12%	66
2023 Q2	$620K	Hold	6,500	–	–	0.09%	69
2023 Q1	$659K	Hold	6,500	–	–	0.11%	65
2022 Q4	$677K	Hold	6,500	–	–	0.12%	65
2022 Q3	$525K	Hold	6,500	–	–	0.11%	64
2022 Q2	$533K	Hold	6,500	–	–	0.11%	61
2022 Q1	$562K	Hold	6,500	–	–	0.09%	65
2021 Q4	$471K	Hold	6,500	–	–	0.07%	73
2021 Q3	$455K	Hold	6,500	–	–	0.08%	69
2021 Q2	$558K	Hold	6,500	–	–	0.1%	58
2021 Q1	$530K	Hold	6,500	–	–	0.1%	58
2020 Q4	$455K	Hold	6,500	–	–	0.08%	59
2020 Q3	$337K	Hold	6,500	–	–	0.08%	58
2020 Q2	$467K	Hold	6,500	–	–	0.14%	51
2020 Q1	$349K	Buy	+6,500	New	+$529K	0.11%	55

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

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

Miller Investment Management held its Phillips 66 (PSX) position steady in Q1 2026 at 6,500 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #44.

Miller Investment Management first reported a position in PSX in Q1 2020 and has held it in 25 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Miller Investment Management held 6,500 shares of Phillips 66 worth $1.18M as of Q1 2026.
Miller Investment Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.12% of Miller Investment Management's portfolio in Q1 2026, its #44 holding.
Miller Investment Management first reported a position in Phillips 66 in Q1 2020 and has held it in 25 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.