Pine Valley Investments’s Phillips 66 PSX Stock Holding History

Pine Valley Investments’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	$874K	Buy	5,171 +1	+0%	+$172	0.03%	316
2026 Q1	$942K	Sell	5,170 -99	-2%	-$15.5K	0.04%	304
2025 Q4	$680K	Sell	5,269 -79	-1%	-$10.6K	0.03%	322
2025 Q3	$727K	Hold	5,348	–	–	0.04%	304
2025 Q2	$638K	Sell	5,348 -413	-7%	-$46.3K	0.04%	311
2025 Q1	$711K	Sell	5,761 -1,991	-26%	-$245K	0.04%	297
2024 Q4	$883K	Sell	7,752 -87	-1%	-$11.1K	0.05%	253
2024 Q3	$1.03M	Hold	7,839	–	–	0.06%	236
2024 Q2	$1.11M	Hold	7,839	–	–	0.07%	225
2024 Q1	$1.28M	Sell	7,839 -571	-7%	-$82.3K	0.09%	209
2023 Q4	$1.12M	Sell	8,410 -1,234	-13%	-$147K	0.08%	206
2023 Q3	$1.16M	Buy	9,644 +3,595	+59%	+$403K	0.11%	191
2023 Q2	$577K	Buy	+6,049	New	+$588K	0.06%	248

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Pine Valley Investments's PSX Position: Q2 2026 in Review

Pine Valley Investments increased its Phillips 66 (PSX) stake by 0.02% in Q2 2026, buying an estimated $172 and bringing the position to 5,171 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #316.

Pine Valley Investments first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2024. 1,160 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Pine Valley Investments held 5,171 shares of Phillips 66 worth $874K as of Q2 2026.
Pine Valley Investments bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #316 holding.
Pine Valley Investments first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
Pine Valley Investments's Phillips 66 position peaked at $1.28M in Q1 2024.
1,160 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.