VCM
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Versant Capital Management’s Phillips 66 PSX Stock Holding History

Versant Capital 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 		$469K Buy
2,772
+277
+11% +$47.7K 0.04% 315
2026
Q1 		$455K Buy
2,495
+52
+2% +$8.15K 0.04% 289
2025
Q4 		$315K Sell
2,443
-1,510
-38% -$203K 0.04% 346
2025
Q3 		$538K Buy
3,953
+1,873
+90% +$240K 0.07% 182
2025
Q2 		$248K Buy
2,080
+72
+4% +$8.07K 0.04% 385
2025
Q1 		$248K Buy
2,008
+672
+50% +$82.8K 0.04% 348
2024
Q4 		$152K Sell
1,336
-709
-35% -$90.2K 0.03% 223
2024
Q3 		$269K Buy
2,045
+1,328
+185% +$179K 0.06% 127
2024
Q2 		$101K Sell
717
-44
-6% -$6.51K 0.03% 208
2024
Q1 		$124K Hold
761
– – 0.04% 164
2023
Q4 		$101K Sell
761
-24
-3% -$2.87K 0.03% 186
2023
Q3 		$94.3K Sell
785
-4
-0.5% -$449 0.03% 185
2023
Q2 		$75.3K Buy
789
+47
+6% +$4.57K 0.02% 212
2023
Q1 		$75.2K Hold
742
– – 0.03% 202
2022
Q4 		$77.2K Sell
742
-6
-0.8% -$614 0.03% 172
2022
Q3 		$60K Hold
748
– – 0.02% 188
2022
Q2 		$61K Sell
748
-23
-3% -$2.13K 0.02% 195
2022
Q1 		$67K Sell
771
-1
-0.1% -$84 0.02% 209
2021
Q4 		$56K Sell
772
-23
-3% -$1.74K 0.02% 226
2021
Q3 		$56K Buy
795
+17
+2% +$1.23K 0.02% 218
2021
Q2 		$67K Sell
778
-55
-7% -$4.64K 0.02% 182
2021
Q1 		$68K Hold
833
– – 0.02% 203
2020
Q4 		$58K Buy
833
+32
+4% +$1.88K 0.02% 222
2020
Q3 		$41K Sell
801
-32
-4% -$1.95K 0.02% 249
2020
Q2 		$59K Buy
833
+28
+3% +$1.98K 0.03% 184
2020
Q1 		$43K Buy
805
+35
+5% +$2.85K 0.02% 205
2019
Q4 		$85K Sell
770
-67
-8% -$7.53K 0.04% 143
2019
Q3 		$85K Sell
837
-12
-1% -$1.2K 0.04% 133
2019
Q2 		$79K Sell
849
-264
-24% -$23.7K 0.04% 144
2019
Q1 		$105K Sell
1,113
-43
-4% -$4.09K 0.04% 135
2018
Q4 		$99K Sell
1,156
-484
-30% -$47.3K 0.05% 135
2018
Q3 		$184K Sell
1,640
-8
-0.5% -$925 0.08% 98
2018
Q2 		$185K Buy
1,648
+34
+2% +$3.82K 0.08% 101
2018
Q1 		$154K Buy
1,614
+30
+2% +$2.92K 0.06% 114
2017
Q4 		$160K Buy
1,584
+184
+13% +$17.5K 0.06% 116
2017
Q3 		$128K Buy
1,400
+20
+1% +$1.69K 0.07% 106
2017
Q2 		$114K Sell
1,380
-3
-0.2% -$236 0.06% 117
2017
Q1 		$109K Sell
1,383
-15
-1% -$1.21K 0.06% 121
2016
Q4 		$120K Buy
1,398
+225
+19% +$18.7K 0.07% 109
2016
Q3 		$94K Buy
1,173
+17
+1% +$1.32K 0.05% 140
2016
Q2 		$91K Sell
1,156
-49
-4% -$4K 0.05% 135
2016
Q1 		$104K Sell
1,205
-58
-5% -$4.71K 0.06% 120
2015
Q4 		$103K Buy
+1,263
New +$109K 0.06% 123

Other funds holding PSX

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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Versant Capital Management's PSX Position: Q2 2026 in Review

Versant Capital Management increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $47.7K and bringing the position to 2,772 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #315.

Versant Capital Management first reported a position in PSX in Q4 2015 and has held it in 43 quarters since. The position peaked at $538K in Q3 2025. 517 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Versant Capital Management held 2,772 shares of Phillips 66 worth $469K as of Q2 2026.
  • Versant Capital Management bought 277 Phillips 66 shares in Q2 2026, an estimated $47.7K.
  • Phillips 66 made up 0.04% of Versant Capital Management's portfolio in Q2 2026, its #315 holding.
  • Versant Capital Management first reported a position in Phillips 66 in Q4 2015 and has held it in 43 quarters since.
  • Versant Capital Management's Phillips 66 position peaked at $538K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.