Osbon Capital Management’s Phillips 66 PSX Stock Holding History

Osbon 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	$7K	Hold	38	–	–	0.01%	328
2025 Q4	$4.92K	Buy	+38	New	+$5.12K	﹤0.01%	278

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

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

Osbon Capital Management held its Phillips 66 (PSX) position steady in Q1 2026 at 38 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #328.

Osbon Capital Management first reported a position in PSX in Q4 2025 and has held it in 2 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Osbon Capital Management held 38 shares of Phillips 66 worth $7K as of Q1 2026.
Osbon Capital Management left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #328 holding.
Osbon Capital Management first reported a position in Phillips 66 in Q4 2025 and has held it in 2 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.