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Vise Technologies’s Phillips 66 PSX Stock Holding History

Vise Technologies’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 		$2.62M Hold
20,327
– – 0.05% 301
2025
Q4 		$2.62M Buy
20,327
+4,758
+31% +$640K 0.05% 302
2025
Q3 		$2.12M Sell
15,569
-1,962
-11% -$251K 0.08% 241
2025
Q2 		$2.09M Buy
+17,531
New +$1.96M 0.09% 246
2024
Q4 		$1.08M Buy
9,449
+3,674
+64% +$467K 0.09% 233
2024
Q3 		$759K Buy
5,775
+2,128
+58% +$287K 0.1% 202
2024
Q2 		$515K Buy
3,647
+656
+22% +$97.1K 0.09% 218
2024
Q1 		$489K Sell
2,991
-1,014
-25% -$146K 0.1% 208
2023
Q4 		$533K Sell
4,005
-2,719
-40% -$325K 0.11% 179
2023
Q3 		$808K Buy
6,724
+801
+14% +$89.9K 0.2% 120
2023
Q2 		$565K Sell
5,923
-286
-5% -$27.8K 0.14% 162
2023
Q1 		$629K Buy
6,209
+2,253
+57% +$229K 0.17% 139
2022
Q4 		$412K Buy
+3,956
New +$405K 0.13% 180
2022
Q3 		– Sell
-4,737
Closed -$388K – 334
2022
Q2 		$388K Sell
4,737
-1,914
-29% -$177K 0.15% 161
2022
Q1 		$575K Sell
6,651
-1,866
-22% -$157K 0.22% 113
2021
Q4 		$617K Buy
+8,517
New +$644K 0.17% 83

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

Vise Technologies's PSX Position: Q1 2026 in Review

Vise Technologies held its Phillips 66 (PSX) position steady in Q1 2026 at 20,327 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #301.

Vise Technologies first reported a position in PSX in Q4 2021 and has held it in 16 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Vise Technologies held 20,327 shares of Phillips 66 worth $2.62M as of Q1 2026.
  • Vise Technologies left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.05% of Vise Technologies's portfolio in Q1 2026, its #301 holding.
  • Vise Technologies first reported a position in Phillips 66 in Q4 2021 and has held it in 16 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.