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 Q2	$1.38M	Buy	8,188 +500	+7%	+$86.1K	1.28%	24
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCP Investment's PSX Position: Q2 2026 in Review

SCP Investment increased its Phillips 66 (PSX) stake by 6.5% in Q2 2026, buying an estimated $86.1K and bringing the position to 8,188 shares worth $1.38M. The position accounts for 1.28% of the portfolio, ranked #24.

SCP Investment first reported a position in PSX in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

SCP Investment held 8,188 shares of Phillips 66 worth $1.38M as of Q2 2026.
SCP Investment bought 500 Phillips 66 shares in Q2 2026, an estimated $86.1K.
Phillips 66 made up 1.28% of SCP Investment's portfolio in Q2 2026, its #24 holding.
SCP Investment first reported a position in Phillips 66 in Q1 2019 and has held it in 12 quarters since.
SCP Investment's Phillips 66 position peaked at $1.4M in Q1 2026.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SCP Investment's 13F filing for Q2 2026, filed 7 Aug 2026.