Vista Investment Partners’s Phillips 66 PSX Stock Holding History

Vista Investment 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	$529K	Sell	3,129 -70	-2%	-$12.1K	0.13%	113
2026 Q1	$583K	Buy	3,199 +1	+0%	+$157	0.15%	111
2025 Q4	$413K	Hold	3,198	–	–	0.11%	123
2025 Q3	$435K	Buy	3,198 +40	+1%	+$5.13K	0.12%	115
2025 Q2	$377K	Hold	3,158	–	–	0.11%	115
2025 Q1	$390K	Hold	3,158	–	–	0.12%	120
2024 Q4	$360K	Buy	3,158 +248	+9%	+$31.5K	0.11%	126
2024 Q3	$383K	Hold	2,910	–	–	0.12%	119
2024 Q2	$411K	Sell	2,910 -5,407	-65%	-$800K	0.14%	111
2024 Q1	$1.36M	Buy	8,317 +1,365	+20%	+$197K	0.46%	65
2023 Q4	$926K	Buy	+6,952	New	+$831K	0.34%	72

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vista Investment Partners's PSX Position: Q2 2026 in Review

Vista Investment Partners reduced its Phillips 66 (PSX) stake by 2.2% in Q2 2026, selling an estimated $12.1K and leaving 3,129 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #113.

Vista Investment Partners first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Vista Investment Partners held 3,129 shares of Phillips 66 worth $529K as of Q2 2026.
Vista Investment Partners sold 70 Phillips 66 shares in Q2 2026, an estimated $12.1K.
Phillips 66 made up 0.13% of Vista Investment Partners's portfolio in Q2 2026, its #113 holding.
Vista Investment Partners first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Phillips 66 position peaked at $1.36M in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.