What smart money is saying about Phillips 66
No fund has written a full thesis on Phillips 66 in our archive, but 5 fund letters report a position in it — most recently Oakmark Select Fund in September 2026.
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Fund signal · last 12 months
5 lettersToo few moves on Phillips 66 yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q3 2026, 5 fund letters reported a position in Phillips 66, with 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 3 moves
- ExitedOakmark Select FundSeptember 2026
“Final sales • Phillips 66”
Phillips 66 - September 2026
“For the full quarter, Multi-Cap Core holdings in seven of eleven sectors outperformed S&P 1500 sector peers. Across the benchmark sectors, energy performed the best, returning +15.9% versus the broader index return of +1.6%. Multi-Cap Core's energy holdings returned an even stronger +22.8%, contributing positively to relative performance. Phillips 66 (PSX) posted a robust +51.8% return and ExxonMobil (XOM) rose +19.80%, both besting benchmark peers.”
Phillips 66 - June 2026
“Final stock sales • Phillips 66 QUARTERLY COMMENTARY — OAKMARK EQUITY AND INCOME FUND June 30, 2026 2 transformation projects tied to AI, we expect Ac- centure’s revenue growth to accelerate.”
Phillips 66 - June 2026
“We eliminated the following position(s) during the period:”
Phillips 66 - March 2026
“• Phillips 66 was a contributor during the quarter.”
Phillips 66
Read the letters behind these Phillips 66 positions
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