Verus Capital Partners’s Phillips 66 PSX Stock Holding History

Verus Capital 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 Q1	$338K	Sell	1,853 -141	-7%	-$22.1K	0.02%	332
2025 Q4	$257K	Buy	1,994 +150	+8%	+$20.2K	0.02%	378
2025 Q3	$251K	Buy	+1,844	New	+$236K	0.02%	354
2024 Q4	–	Sell	-1,609	Closed	-$212K	–	386
2024 Q3	$212K	Sell	1,609 -1,532	-49%	-$207K	0.02%	330
2024 Q2	$443K	Sell	3,141 -181	-5%	-$26.8K	0.05%	211
2024 Q1	$543K	Sell	3,322 -60	-2%	-$8.65K	0.06%	183
2023 Q4	$450K	Buy	3,382 +50	+2%	+$5.98K	0.06%	186
2023 Q3	$400K	Sell	3,332 -76	-2%	-$8.53K	0.06%	191
2023 Q2	$325K	Buy	3,408 +1,209	+55%	+$118K	0.05%	211
2023 Q1	$223K	Buy	+2,199	New	+$224K	0.03%	248
2022 Q3	–	Sell	-2,603	Closed	-$212K	–	306
2022 Q2	$212K	Buy	+2,603	New	+$241K	0.04%	265
2020 Q1	$32K	Buy	603 +43	+8%	+$3.5K	0.01%	639
2019 Q4	$62K	Buy	+560	New	+$62.9K	0.02%	528

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

Verus Capital Partners's PSX Position: Q1 2026 in Review

Verus Capital Partners reduced its Phillips 66 (PSX) stake by 7.1% in Q1 2026, selling an estimated $22.1K and leaving 1,853 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #332.

Verus Capital Partners first reported a position in PSX in Q4 2019 and has held it in 13 quarters since. The position peaked at $543K in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Verus Capital Partners held 1,853 shares of Phillips 66 worth $338K as of Q1 2026.
Verus Capital Partners sold 141 Phillips 66 shares in Q1 2026, an estimated $22.1K.
Phillips 66 made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #332 holding.
Verus Capital Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 13 quarters since.
Verus Capital Partners's Phillips 66 position peaked at $543K in Q1 2024.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.