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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
Q2 		$335K Buy
1,980
+127
+7% +$21.9K 0.02% 368
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
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 $3.38T AUM 44.17% 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

Verus Capital Partners's PSX Position: Q2 2026 in Review

Verus Capital Partners increased its Phillips 66 (PSX) stake by 6.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,980 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #368.

Verus Capital Partners first reported a position in PSX in Q4 2019 and has held it in 14 quarters since. The position peaked at $543K in Q1 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Verus Capital Partners held 1,980 shares of Phillips 66 worth $335K as of Q2 2026.
  • Verus Capital Partners bought 127 Phillips 66 shares in Q2 2026, an estimated $21.9K.
  • Phillips 66 made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #368 holding.
  • Verus Capital Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 14 quarters since.
  • Verus Capital Partners's Phillips 66 position peaked at $543K in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.