MV Capital Management’s Phillips 66 PSX Stock Holding History

MV 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	$405K	Buy	2,225 +5	+0.2%	+$784	0.04%	133
2025 Q4	$286K	Buy	2,220 +108	+5%	+$14.5K	0.03%	159
2025 Q3	$287K	Buy	2,112 +100	+5%	+$12.8K	0.03%	154
2025 Q2	$240K	Buy	2,012 +13	+0.7%	+$1.46K	0.02%	163
2025 Q1	$247K	Buy	1,999 +1,043	+109%	+$129K	0.03%	162
2024 Q4	$109K	Buy	956 +181	+23%	+$23K	0.01%	218
2024 Q3	$102K	Buy	775 +13	+2%	+$1.75K	0.01%	231
2024 Q2	$108K	Sell	762 -75	-9%	-$11.1K	0.01%	222
2024 Q1	$137K	Buy	837 +73	+10%	+$10.5K	0.02%	195
2023 Q4	$102K	Buy	764 +11	+1%	+$1.31K	0.01%	215
2023 Q3	$90.5K	Buy	753 +17	+2%	+$1.91K	0.01%	218
2023 Q2	$70.2K	Buy	736 +8	+1%	+$778	0.01%	251
2023 Q1	$73.8K	Sell	728 -59	-7%	-$6K	0.01%	231
2022 Q4	$81.9K	Sell	787 -246	-24%	-$25.2K	0.01%	180
2022 Q3	$83K	Buy	1,033 +520	+101%	+$44.3K	0.01%	175
2022 Q2	$42K	Buy	513 +8	+2%	+$740	0.01%	232
2022 Q1	$44K	Buy	505 +6	+1%	+$505	0.01%	238
2021 Q4	$36K	Buy	499 +73	+17%	+$5.52K	0.01%	251
2021 Q3	$30K	Buy	426 +12	+3%	+$869	0.01%	261
2021 Q2	$36K	Buy	414 +42	+11%	+$3.54K	0.01%	221
2021 Q1	$30K	Buy	372 +7	+2%	+$549	0.01%	195
2020 Q4	$26K	Hold	365	–	–	﹤0.01%	196
2020 Q3	$19K	Hold	365	–	–	﹤0.01%	197
2020 Q2	$26K	Sell	365 -22	-6%	-$1.56K	0.01%	185
2020 Q1	$21K	Sell	387 -147	-28%	-$12K	0.01%	188
2019 Q4	$59K	Sell	534 -58	-10%	-$6.52K	0.01%	153
2019 Q3	$61K	Sell	592 -10	-2%	-$1K	0.01%	152
2019 Q2	$56K	Buy	602 +16	+3%	+$1.44K	0.01%	150
2019 Q1	$56K	Buy	586 +148	+34%	+$14.1K	0.01%	147
2018 Q4	$38K	Sell	438 -24	-5%	-$2.35K	0.01%	168
2018 Q3	$52K	Buy	462 +97	+27%	+$11.2K	0.01%	161
2018 Q2	$41K	Hold	365	–	–	0.01%	169
2018 Q1	$35K	Hold	365	–	–	0.01%	173
2017 Q4	$37K	Hold	365	–	–	0.01%	174
2017 Q3	$33K	Hold	365	–	–	0.01%	171
2017 Q2	$30K	Hold	365	–	–	0.01%	178
2017 Q1	$29K	Hold	365	–	–	0.01%	179
2016 Q4	$32K	Hold	365	–	–	0.01%	174
2016 Q3	$29K	Hold	365	–	–	0.01%	175
2016 Q2	$29K	Hold	365	–	–	0.01%	175
2016 Q1	$32K	Sell	365 -286	-44%	-$23.2K	0.01%	172
2015 Q4	$53K	Buy	651 +286	+78%	+$24.7K	0.02%	156
2015 Q3	$28K	Sell	365 -1,971	-84%	-$157K	0.01%	180
2015 Q2	$188K	Buy	2,336 +527	+29%	+$41.9K	0.08%	82
2015 Q1	$142K	Buy	1,809 +453	+33%	+$33.2K	0.06%	94
2014 Q4	$97K	Buy	+1,356	New	+$100K	0.04%	107

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

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

MV Capital Management increased its Phillips 66 (PSX) stake by 0.23% in Q1 2026, buying an estimated $784 and bringing the position to 2,225 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #133.

MV Capital Management first reported a position in PSX in Q4 2014 and has held it in 46 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

MV Capital Management held 2,225 shares of Phillips 66 worth $405K as of Q1 2026.
MV Capital Management bought 5 Phillips 66 shares in Q1 2026, an estimated $784.
Phillips 66 made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #133 holding.
MV Capital Management first reported a position in Phillips 66 in Q4 2014 and has held it in 46 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.