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Valley Brook Capital Group’s Phillips 66 PSX Stock Holding History

Valley Brook Capital Group’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 		$854K Buy
5,055
+1
+0% +$172 0.48% 51
2026
Q1 		$921K Buy
5,054
+26
+0.5% +$4.07K 0.62% 46
2025
Q4 		$649K Sell
5,028
-248
-5% -$33.4K 0.43% 56
2025
Q3 		$718K Sell
5,276
-474
-8% -$60.7K 0.48% 53
2025
Q2 		$686K Sell
5,750
-199
-3% -$22.3K 0.51% 50
2025
Q1 		$735K Sell
5,949
-794
-12% -$97.9K 0.58% 45
2024
Q4 		$768K Sell
6,743
-654
-9% -$83.2K 0.57% 46
2024
Q3 		$972K Sell
7,397
-199
-3% -$26.9K 0.7% 43
2024
Q2 		$1.07M Buy
7,596
+172
+2% +$25.5K 0.84% 40
2024
Q1 		$1.21M Buy
7,424
+785
+12% +$113K 0.97% 34
2023
Q4 		$884K Buy
6,639
+212
+3% +$25.3K 0.77% 39
2023
Q3 		$772K Buy
6,427
+176
+3% +$19.8K 0.76% 43
2023
Q2 		$596K Buy
6,251
+1
+0% +$97 0.55% 55
2023
Q1 		$634K Buy
6,250
+51
+0.8% +$5.19K 0.58% 54
2022
Q4 		$645K Buy
6,199
+167
+3% +$17.1K 0.62% 51
2022
Q3 		$486K Buy
6,032
+301
+5% +$25.7K 0.53% 52
2022
Q2 		$469K Buy
5,731
+426
+8% +$39.4K 0.48% 61
2022
Q1 		$458K Buy
5,305
+251
+5% +$21.1K 0.4% 67
2021
Q4 		$366K Buy
5,054
+102
+2% +$7.71K 0.32% 77
2021
Q3 		$346K Sell
4,952
-461
-9% -$33.4K 0.34% 75
2021
Q2 		$464K Buy
5,413
+52
+1% +$4.39K 0.44% 61
2021
Q1 		$437K Buy
5,361
+201
+4% +$15.8K 0.4% 58
2020
Q4 		$360K Buy
+5,160
New +$303K 0.36% 64

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Brook Capital Group's PSX Position: Q2 2026 in Review

Valley Brook Capital Group increased its Phillips 66 (PSX) stake by 0.02% in Q2 2026, buying an estimated $172 and bringing the position to 5,055 shares worth $854K. The position accounts for 0.48% of the portfolio, ranked #51.

Valley Brook Capital Group first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q1 2024. 1,223 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Valley Brook Capital Group held 5,055 shares of Phillips 66 worth $854K as of Q2 2026.
  • Valley Brook Capital Group bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.48% of Valley Brook Capital Group's portfolio in Q2 2026, its #51 holding.
  • Valley Brook Capital Group first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Phillips 66 position peaked at $1.21M in Q1 2024.
  • 1,223 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.