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Venture Visionary Partners’s Phillips 66 PSX Stock Holding History

Venture Visionary Partners’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 		$14.4M Buy
85,433
+4,189
+5% +$721K 0.4% 65
2026
Q1 		$14.8M Sell
81,244
-15,300
-16% -$2.4M 0.49% 52
2025
Q4 		$12.5M Buy
96,544
+17,408
+22% +$2.34M 0.41% 65
2025
Q3 		$10.8M Buy
79,136
+9,585
+14% +$1.23M 0.37% 69
2025
Q2 		$8.3M Sell
69,551
-1,041
-1% -$117K 0.31% 80
2025
Q1 		$8.72M Buy
70,592
+396
+0.6% +$48.8K 0.37% 71
2024
Q4 		$8M Buy
70,196
+2,314
+3% +$294K 0.34% 75
2024
Q3 		$8.92M Sell
67,882
-5,190
-7% -$701K 0.39% 72
2024
Q2 		$10.3M Buy
73,072
+2,999
+4% +$444K 0.47% 52
2024
Q1 		$11.4M Buy
70,073
+378
+0.5% +$54.5K 0.54% 45
2023
Q4 		$9.28M Buy
69,695
+5,268
+8% +$630K 0.49% 51
2023
Q3 		$7.74M Sell
64,427
-9,731
-13% -$1.09M 0.47% 58
2023
Q2 		$7.07M Buy
74,158
+1,040
+1% +$101K 0.42% 65
2023
Q1 		$7.41M Buy
73,118
+10,736
+17% +$1.09M 0.47% 56
2022
Q4 		$6.49M Buy
62,382
+5,931
+11% +$607K 0.47% 56
2022
Q3 		$4.56M Buy
56,451
+13,079
+30% +$1.11M 0.37% 64
2022
Q2 		$3.56M Buy
43,372
+2,757
+7% +$255K 0.27% 85
2022
Q1 		$3.51M Buy
40,615
+16,348
+67% +$1.38M 0.23% 94
2021
Q4 		$1.71M Buy
24,267
+1,465
+6% +$111K 0.11% 155
2021
Q3 		$1.59M Buy
22,802
+4,857
+27% +$352K 0.11% 158
2021
Q2 		$1.55M Buy
17,945
+4,579
+34% +$387K 0.12% 154
2021
Q1 		$1.09M Buy
13,366
+3,165
+31% +$248K 0.09% 186
2020
Q4 		$713K Buy
+10,201
New +$599K 0.08% 190

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Venture Visionary Partners's PSX Position: Q2 2026 in Review

Venture Visionary Partners increased its Phillips 66 (PSX) stake by 5.2% in Q2 2026, buying an estimated $721K and bringing the position to 85,433 shares worth $14.4M. The position accounts for 0.4% of the portfolio, ranked #65.

Venture Visionary Partners first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Venture Visionary Partners held 85,433 shares of Phillips 66 worth $14.4M as of Q2 2026.
  • Venture Visionary Partners bought 4,189 Phillips 66 shares in Q2 2026, an estimated $721K.
  • Phillips 66 made up 0.4% of Venture Visionary Partners's portfolio in Q2 2026, its #65 holding.
  • Venture Visionary Partners first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Phillips 66 position peaked at $14.8M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.