V-Square Quantitative Management’s Phillips 66 PSX Stock Holding History

V-Square Quantitative 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 Q2	$1.4M	Buy	8,303 +95	+1%	+$16.4K	0.13%	131
2026 Q1	$1.5M	Sell	8,208 -193	-2%	-$30.2K	0.16%	117
2025 Q4	$1.08M	Buy	+8,401	New	+$1.13M	0.11%	151
2025 Q3	–	Sell	-7,513	Closed	-$896K	–	486
2025 Q2	$896K	Buy	7,513 +582	+8%	+$65.2K	0.12%	176
2025 Q1	$856K	Buy	6,931 +388	+6%	+$47.8K	0.13%	177
2024 Q4	$745K	Buy	6,543 +264	+4%	+$33.6K	0.11%	200
2024 Q3	$825K	Buy	6,279 +19	+0.3%	+$2.56K	0.12%	176
2024 Q2	$884K	Sell	6,260 -326	-5%	-$48.3K	0.14%	134
2024 Q1	$1.08M	Hold	6,586	–	–	0.15%	112
2023 Q4	$877K	Buy	6,586 +2,015	+44%	+$241K	0.16%	99
2023 Q3	$549K	Buy	4,571 +1,776	+64%	+$199K	0.24%	77
2023 Q2	$267K	Sell	2,795 -202	-7%	-$19.6K	0.19%	108
2023 Q1	$304K	Buy	+2,997	New	+$305K	0.28%	89

Other funds holding PSX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

V-Square Quantitative Management's PSX Position: Q2 2026 in Review

V-Square Quantitative Management increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 8,303 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #131.

V-Square Quantitative Management first reported a position in PSX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q1 2026. 861 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

V-Square Quantitative Management held 8,303 shares of Phillips 66 worth $1.4M as of Q2 2026.
V-Square Quantitative Management bought 95 Phillips 66 shares in Q2 2026, an estimated $16.4K.
Phillips 66 made up 0.13% of V-Square Quantitative Management's portfolio in Q2 2026, its #131 holding.
V-Square Quantitative Management first reported a position in Phillips 66 in Q1 2023 and has held it in 13 quarters since.
V-Square Quantitative Management's Phillips 66 position peaked at $1.5M in Q1 2026.
861 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.