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 Q2	$1.1M	Hold	6,500	–	–	0.1%	48
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 $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

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

Miller Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 6,500 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #48.

Miller Investment Management first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Miller Investment Management held 6,500 shares of Phillips 66 worth $1.1M as of Q2 2026.
Miller Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.1% of Miller Investment Management's portfolio in Q2 2026, its #48 holding.
Miller Investment Management first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
Miller Investment Management's Phillips 66 position peaked at $1.18M in Q1 2026.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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