SEC 13F Intelligence

F&V Capital Management, LLC / PSX

F&V Capital Management, LLC’s Phillips 66 Position

Does F&V Capital Management, LLC own Phillips 66 (PSX)? Yes138.6K shares worth $25M (+5.34% of its 13F portfolio) as of Q1 2026, up from 137.8K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
138.6K
% of Portfolio
+5.34%
Quarters Held
17
currently held

Position History PSX

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $10MQ3 ’22: $10MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $12MQ3 ’23: $15MQ3 ’23Q4 ’23: $17MQ1 ’24: $21MQ2 ’24: $19MQ2 ’24Q3 ’24: $18MQ4 ’24: $15MQ1 ’25: $16MQ1 ’25Q2 ’25: $16MQ3 ’25: $19MQ4 ’25: $18MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.6K$25M+5.34%
Q4 2025137.8K$18M+3.78%
Q3 2025136.5K$19M+4.17%
Q2 2025136.1K$16M+4.15%
Q1 2025133.0K$16M+4.26%
Q4 2024134.2K$15M+4.02%
Q3 2024133.7K$18M+4.52%
Q2 2024134.0K$19M+5.51%
Q1 2024127.5K$21M+6.13%
Q4 2023127.1K$17M+5.43%
Q3 2023127.1K$15M+5.23%
Q2 2023129.9K$12M+4.00%
Q1 2023130.8K$13M+4.40%
Q4 2022123.0K$13M+4.27%
Q3 2022123.2K$10M+3.84%
Q2 2022122.0K$10M+3.56%
Q1 2022117.4K$10M+3.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See F&V Capital Management, LLC’s full portfolio or all institutional holders of PSX.