Van Strum & Towne’s Phillips 66 PSX Stock Holding History

Van Strum & Towne’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	$552K	Hold	3,031	–	–	0.16%	69
2025 Q4	$391K	Hold	3,031	–	–	0.11%	89
2025 Q3	$412K	Hold	3,031	–	–	0.12%	82
2025 Q2	$362K	Hold	3,031	–	–	0.11%	84
2025 Q1	$374K	Hold	3,031	–	–	0.13%	84
2024 Q4	$345K	Sell	3,031 -350	-10%	-$44.5K	0.12%	82
2024 Q3	$444K	Hold	3,381	–	–	0.15%	72
2024 Q2	$477K	Hold	3,381	–	–	0.17%	66
2024 Q1	$552K	Hold	3,381	–	–	0.2%	62
2023 Q4	$450K	Buy	3,381 +100	+3%	+$12K	0.18%	67
2023 Q3	$394K	Buy	+3,281	New	+$368K	0.17%	64

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

Van Strum & Towne's PSX Position: Q1 2026 in Review

Van Strum & Towne held its Phillips 66 (PSX) position steady in Q1 2026 at 3,031 shares worth $552K. The position accounts for 0.16% of the portfolio, ranked #69.

Van Strum & Towne first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $552K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Van Strum & Towne held 3,031 shares of Phillips 66 worth $552K as of Q1 2026.
Van Strum & Towne left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.16% of Van Strum & Towne's portfolio in Q1 2026, its #69 holding.
Van Strum & Towne first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
Van Strum & Towne's Phillips 66 position peaked at $552K in Q1 2024.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.