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 Q2	$1.44M	Buy	8,512 +2,296	+37%	+$395K	0.03%	406
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 $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

Voleon Capital Management's PSX Position: Q2 2026 in Review

Voleon Capital Management increased its Phillips 66 (PSX) stake by 37% in Q2 2026, buying an estimated $395K and bringing the position to 8,512 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #406.

Voleon Capital Management first reported a position in PSX in Q4 2018 and has held it in 10 quarters since. The position peaked at $12.1M in Q4 2018. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Voleon Capital Management held 8,512 shares of Phillips 66 worth $1.44M as of Q2 2026.
Voleon Capital Management bought 2,296 Phillips 66 shares in Q2 2026, an estimated $395K.
Phillips 66 made up 0.03% of Voleon Capital Management's portfolio in Q2 2026, its #406 holding.
Voleon Capital Management first reported a position in Phillips 66 in Q4 2018 and has held it in 10 quarters since.
Voleon Capital Management's Phillips 66 position peaked at $12.1M in Q4 2018.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.