SCP Investment’s Phillips 66 PSX Stock Holding History

SCP Investment’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	$1.4M	Buy	7,688 +4,688	+156%	+$735K	1.55%	21
2025 Q4	$387K	Buy	+3,000	New	+$404K	0.32%	36
2023 Q4	–	Sell	-3,812	Closed	-$458K	–	57
2023 Q3	$458K	Buy	+3,812	New	+$428K	0.35%	23
2022 Q2	–	Sell	-2,800	Closed	-$242K	–	42
2022 Q1	$242K	Sell	2,800 -2,800	-50%	-$236K	0.1%	24
2021 Q4	$406K	Buy	+5,600	New	+$423K	0.13%	18
2021 Q3	–	Sell	-3,000	Closed	-$257K	–	37
2021 Q2	$257K	Buy	3,000 +520	+21%	+$43.9K	0.07%	19
2021 Q1	$202K	Buy	+2,480	New	+$195K	0.06%	21
2020 Q2	–	Sell	-3,800	Closed	-$204K	–	35
2020 Q1	$204K	Buy	+3,800	New	+$309K	0.15%	20
2019 Q4	–	Sell	-8,000	Closed	-$819K	–	42
2019 Q3	$819K	Sell	8,000 -4,000	-33%	-$401K	0.45%	40
2019 Q2	$1.12M	Buy	12,000 +4,000	+50%	+$359K	0.63%	35
2019 Q1	$761K	Buy	+8,000	New	+$760K	0.51%	33

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

SCP Investment's PSX Position: Q1 2026 in Review

SCP Investment increased its Phillips 66 (PSX) stake by 156% in Q1 2026, buying an estimated $735K and bringing the position to 7,688 shares worth $1.4M. The position accounts for 1.55% of the portfolio, ranked #21.

SCP Investment first reported a position in PSX in Q1 2019 and has held it in 11 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

SCP Investment held 7,688 shares of Phillips 66 worth $1.4M as of Q1 2026.
SCP Investment bought 4,688 Phillips 66 shares in Q1 2026, an estimated $735K.
Phillips 66 made up 1.55% of SCP Investment's portfolio in Q1 2026, its #21 holding.
SCP Investment first reported a position in Phillips 66 in Q1 2019 and has held it in 11 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on SCP Investment's 13F filing for Q1 2026, filed 12 May 2026.