Voleon Capital Management’s Phillips 66 PSX Stock Holding History

Voleon 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 Q1	$1.13M	Buy	6,216 +2,935	+89%	+$460K	0.02%	417
2025 Q4	$423K	Sell	3,281 -25,574	-89%	-$3.44M	0.01%	610
2025 Q3	$3.92M	Buy	28,855 +11,873	+70%	+$1.52M	0.1%	211
2025 Q2	$2.03M	Sell	16,982 -8,979	-35%	-$1.01M	0.11%	176
2025 Q1	$3.21M	Sell	25,961 -514	-2%	-$63.3K	0.25%	99
2024 Q4	$3.02M	Buy	+26,475	New	+$3.37M	0.22%	109
2019 Q3	–	Sell	-30,000	Closed	-$2.81M	–	221
2019 Q2	$2.81M	Sell	30,000 -45,000	-60%	-$4.04M	0.16%	108
2019 Q1	$7.14M	Sell	75,000 -65,000	-46%	-$6.18M	1.15%	21
2018 Q4	$12.1M	Buy	+140,000	New	+$13.7M	1.15%	29

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

Voleon Capital Management's PSX Position: Q1 2026 in Review

Voleon Capital Management increased its Phillips 66 (PSX) stake by 89% in Q1 2026, buying an estimated $460K and bringing the position to 6,216 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #417.

Voleon Capital Management first reported a position in PSX in Q4 2018 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Voleon Capital Management held 6,216 shares of Phillips 66 worth $1.13M as of Q1 2026.
Voleon Capital Management bought 2,935 Phillips 66 shares in Q1 2026, an estimated $460K.
Phillips 66 made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #417 holding.
Voleon Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 9 quarters since.
Voleon Capital Management's Phillips 66 position peaked at $12.1M in Q4 2018.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.