NKCFO LLC’s Phillips 66 PSX Stock Holding History

NKCFO LLC’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	$5.83M	Hold	34,475	–	–	1.77%	15
2026 Q1	$6.28M	Buy	34,475 +5,825	+20%	+$913K	1.86%	16
2025 Q4	$3.7M	Buy	28,650 +14,325	+100%	+$1.93M	1.07%	22
2025 Q3	$1.95M	Buy	+14,325	New	+$1.84M	0.59%	38
2025 Q1	–	Sell	-40,500	Closed	-$4.61M	–	118
2024 Q4	$4.61M	Hold	40,500	–	–	2.03%	14
2024 Q3	$5.32M	Sell	40,500 -37,000	-48%	-$5M	2.54%	10
2024 Q2	$10.9M	Hold	77,500	–	–	5.97%	5
2024 Q1	$12.7M	Hold	77,500	–	–	7.56%	4
2023 Q4	$10.3M	Buy	77,500 +23,000	+42%	+$2.75M	5.59%	5
2023 Q3	$6.55M	Hold	54,500	–	–	3.63%	13
2023 Q2	$5.2M	Hold	54,500	–	–	2.39%	17
2023 Q1	$5.53M	Hold	54,500	–	–	2.66%	16
2022 Q4	$5.67M	Hold	54,500	–	–	2.66%	17
2022 Q3	$4.4M	Buy	54,500 +1,300	+2%	+$111K	2.03%	19
2022 Q2	$4.36M	Hold	53,200	–	–	1.54%	24
2022 Q1	$4.6M	Hold	53,200	–	–	1.43%	24
2021 Q4	$3.85M	Hold	53,200	–	–	1.24%	24
2021 Q3	$3.73M	Hold	53,200	–	–	1.25%	22
2021 Q2	$4.57M	Hold	53,200	–	–	1.53%	19
2021 Q1	$4.34M	Hold	53,200	–	–	1.64%	15
2020 Q4	$3.72M	Hold	53,200	–	–	1.47%	15
2020 Q3	$2.76M	Hold	53,200	–	–	1.2%	14
2020 Q2	$3.83M	Hold	53,200	–	–	2.59%	10
2020 Q1	$2.85M	Buy	+53,200	New	+$4.33M	2.66%	11

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

NKCFO LLC's PSX Position: Q2 2026 in Review

NKCFO LLC held its Phillips 66 (PSX) position steady in Q2 2026 at 34,475 shares worth $5.83M. The position accounts for 1.77% of the portfolio, ranked #15.

NKCFO LLC first reported a position in PSX in Q1 2020 and has held it in 24 quarters since. The position peaked at $12.7M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

NKCFO LLC held 34,475 shares of Phillips 66 worth $5.83M as of Q2 2026.
NKCFO LLC left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 1.77% of NKCFO LLC's portfolio in Q2 2026, its #15 holding.
NKCFO LLC first reported a position in Phillips 66 in Q1 2020 and has held it in 24 quarters since.
NKCFO LLC's Phillips 66 position peaked at $12.7M in Q1 2024.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NKCFO LLC's 13F filing for Q2 2026, filed 13 Aug 2026.