NVWM LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $814K | Sell |
4,470
-322
| -7% | -$50.5K | 0.18% | 139 |
|
|
2025
Q4 | $618K | Buy |
4,792
+67
| +1% | +$9.02K | 0.13% | 159 |
|
|
2025
Q3 | $643K | Buy |
4,725
+176
| +4% | +$22.5K | 0.14% | 169 |
|
|
2025
Q2 | $543K | Buy |
4,549
+104
| +2% | +$11.7K | 0.13% | 177 |
|
|
2025
Q1 | $549K | Buy |
4,445
+75
| +2% | +$9.24K | 0.15% | 164 |
|
|
2024
Q4 | $498K | Sell |
4,370
-3,885
| -47% | -$494K | 0.13% | 174 |
|
|
2024
Q3 | $1.09M | Sell |
8,255
-211
| -2% | -$28.5K | 0.28% | 118 |
|
|
2024
Q2 | $1.2M | Buy |
8,466
+283
| +3% | +$41.9K | 0.32% | 91 |
|
|
2024
Q1 | $1.34M | Sell |
8,183
-103
| -1% | -$14.8K | 0.37% | 81 |
|
|
2023
Q4 | $1.1M | Buy |
8,286
+75
| +0.9% | +$8.96K | 0.33% | 90 |
|
|
2023
Q3 | $987K | Buy |
8,211
+437
| +6% | +$49K | 0.32% | 98 |
|
|
2023
Q2 | $742K | Buy |
7,774
+335
| +5% | +$32.6K | 0.24% | 133 |
|
|
2023
Q1 | $754K | Sell |
7,439
-1,656
| -18% | -$168K | 0.25% | 117 |
|
|
2022
Q4 | $947K | Sell |
9,095
-286
| -3% | -$29.3K | 0.34% | 90 |
|
|
2022
Q3 | $757K | Buy |
+9,381
| New | +$800K | 0.3% | 107 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$4K | – | 526 |
|
|
2022
Q1 | $4K | Buy |
+50
| New | +$4.21K | ﹤0.01% | 441 |
|
|
2020
Q4 | – | Sell |
-260
| Closed | -$13K | – | 424 |
|
|
2020
Q3 | $13K | Sell |
260
-6,244
| -96% | -$381K | 0.01% | 258 |
|
|
2020
Q2 | $467K | Buy |
6,504
+6,304
| +3,152% | +$446K | 0.25% | 113 |
|
|
2020
Q1 | $11K | Sell |
200
-6,059
| -97% | -$493K | 0.01% | 229 |
|
|
2019
Q4 | $697K | Buy |
6,259
+23
| +0.4% | +$2.58K | 0.42% | 73 |
|
|
2019
Q3 | $639K | Sell |
6,236
-60
| -1% | -$6.01K | 0.39% | 93 |
|
|
2019
Q2 | $589K | Buy |
6,296
+329
| +6% | +$29.5K | 0.36% | 93 |
|
|
2019
Q1 | $568K | Sell |
5,967
-83
| -1% | -$7.89K | 0.38% | 91 |
|
|
2018
Q4 | $521K | Sell |
6,050
-276
| -4% | -$27K | 0.39% | 84 |
|
|
2018
Q3 | $713K | Buy |
6,326
+192
| +3% | +$22.2K | 0.45% | 69 |
|
|
2018
Q2 | $689K | Buy |
6,134
+90
| +1% | +$10.1K | 0.48% | 66 |
|
|
2018
Q1 | $574K | Buy |
6,044
+517
| +9% | +$50.3K | 0.42% | 75 |
|
|
2017
Q4 | $559K | Buy |
+5,527
| New | +$525K | 0.43% | 74 |
|
Other funds holding PSX
VCM
VPM
EIM
NVWM LLC's PSX Position: Q1 2026 in Review
NVWM LLC reduced its Phillips 66 (PSX) stake by 6.7% in Q1 2026, selling an estimated $50.5K and leaving 4,470 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #139.
NVWM LLC first reported a position in PSX in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.34M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- NVWM LLC held 4,470 shares of Phillips 66 worth $814K as of Q1 2026.
- NVWM LLC sold 322 Phillips 66 shares in Q1 2026, an estimated $50.5K.
- Phillips 66 made up 0.18% of NVWM LLC's portfolio in Q1 2026, its #139 holding.
- NVWM LLC first reported a position in Phillips 66 in Q4 2017 and has held it in 28 quarters since.
- NVWM LLC's Phillips 66 position peaked at $1.34M in Q1 2024.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.