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 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 $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

NKCFO LLC's PSX Position: Q1 2026 in Review

NKCFO LLC increased its Phillips 66 (PSX) stake by 20% in Q1 2026, buying an estimated $913K and bringing the position to 34,475 shares worth $6.28M. The position accounts for 1.86% of the portfolio, ranked #16.

NKCFO LLC first reported a position in PSX in Q1 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

NKCFO LLC held 34,475 shares of Phillips 66 worth $6.28M as of Q1 2026.
NKCFO LLC bought 5,825 Phillips 66 shares in Q1 2026, an estimated $913K.
Phillips 66 made up 1.86% of NKCFO LLC's portfolio in Q1 2026, its #16 holding.
NKCFO LLC first reported a position in Phillips 66 in Q1 2020 and has held it in 23 quarters since.
NKCFO LLC's Phillips 66 position peaked at $12.7M in Q1 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on NKCFO LLC's 13F filing for Q1 2026, filed 11 May 2026.