Number of Shares
136,142.00
Current Holdings Value*
$16.24 Mil
% of Portfolio
4.15%
Total Estimate Gain
$5.09 Mil
% of Total Estimate Gain
34.33%

F&V Capital Management, LLC's Phillips 66 Holding Summary

As of 2025-06-30, F&V Capital Management, LLC held 136,142.00 shares of Phillips 66(PSX), totaling $16.24 Mil. This investment constitutes 4.15% of their stock portfolio, and F&V Capital Management, LLC now holds 0.03% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2013Q4. And since then F&V Capital Management, LLC has made 10 purchases of PSX, at an average price of $85.29, for a total of 173,862.00 shares. In addition, there have been 8 sales at an average price of $79.39 for 37,720.00 shares. Based on historical transaction data and PSX's current price of $124.32, F&V Capital Management, LLC's estimated gain on his PSX holdings is $5.09 Mil, reflecting a 34.33% gain to date.

F&V Capital Management, LLC PSX ($124.32) Holding Chart

F&V Capital Management, LLC PSX ($124.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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