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Verity & Verity’s Phillips 66 PSX Stock Holding History

Verity & Verity’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 		$20.5M Buy
112,574
+3,629
+3% +$569K 1.53% 31
2025
Q4 		$14.1M Buy
108,945
+720
+0.7% +$96.9K 1.09% 45
2025
Q3 		$14.7M Buy
108,225
+2,122
+2% +$272K 1.18% 43
2025
Q2 		$12.7M Buy
106,103
+1,481
+1% +$166K 1.09% 43
2025
Q1 		$12.9M Buy
104,622
+14,362
+16% +$1.77M 1.13% 43
2024
Q4 		$10.3M Buy
90,260
+22,719
+34% +$2.89M 0.94% 46
2024
Q3 		$8.88M Buy
67,541
+2,416
+4% +$326K 0.87% 50
2024
Q2 		$9.19M Buy
65,125
+2,027
+3% +$300K 1% 50
2024
Q1 		$10.3M Sell
63,098
-2,396
-4% -$345K 1.15% 43
2023
Q4 		$8.72M Buy
65,494
+6,286
+11% +$751K 1% 42
2023
Q3 		$7.11M Buy
+59,208
New +$6.65M 0.89% 49

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Verity & Verity's PSX Position: Q1 2026 in Review

Verity & Verity increased its Phillips 66 (PSX) stake by 3.3% in Q1 2026, buying an estimated $569K and bringing the position to 112,574 shares worth $20.5M. The position accounts for 1.53% of the portfolio, ranked #31.

Verity & Verity first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Verity & Verity held 112,574 shares of Phillips 66 worth $20.5M as of Q1 2026.
  • Verity & Verity bought 3,629 Phillips 66 shares in Q1 2026, an estimated $569K.
  • Phillips 66 made up 1.53% of Verity & Verity's portfolio in Q1 2026, its #31 holding.
  • Verity & Verity first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.