Vise Technologies Inc. Has $2.62 Million Stock Position in Phillips 66 $PSX

Posted by George Bondi on Jun 7th, 2026

Vise Technologies Inc. lifted its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 30.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,327 shares of the oil and gas company’s stock after buying an additional 4,758 shares during the period. Vise Technologies Inc.’s holdings in Phillips 66 were worth $2,623,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of PSX. Vanguard Group Inc. increased its holdings in Phillips 66 by 11.6% in the 3rd quarter. Vanguard Group Inc. now owns 51,724,558 shares of the oil and gas company’s stock worth $7,035,574,000 after purchasing an additional 5,356,558 shares in the last quarter. Norges Bank acquired a new position in Phillips 66 in the 4th quarter worth about $640,206,000. M&T Bank Corp increased its holdings in Phillips 66 by 462.9% in the 4th quarter. M&T Bank Corp now owns 2,727,888 shares of the oil and gas company’s stock worth $352,007,000 after purchasing an additional 2,243,268 shares in the last quarter. AQR Capital Management LLC increased its holdings in Phillips 66 by 424.7% in the 3rd quarter. AQR Capital Management LLC now owns 1,893,195 shares of the oil and gas company’s stock worth $257,512,000 after purchasing an additional 1,532,389 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC acquired a new position in Phillips 66 in the 2nd quarter worth about $107,967,000. Institutional investors and hedge funds own 76.93% of the company’s stock.

Insider Buying and Selling

In other news, EVP Brian Mandell sold 42,800 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $169.53, for a total value of $7,255,884.00. Following the completion of the sale, the executive vice president owned 61,595 shares of the company’s stock, valued at approximately $10,442,200.35. This represents a 41.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Lisa Ann Davis sold 3,800 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $174.37, for a total value of $662,606.00. Following the sale, the director directly owned 8,701 shares of the company’s stock, valued at $1,517,193.37. This represents a 30.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 92,229 shares of company stock worth $15,990,030. Corporate insiders own 0.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on PSX. BMO Capital Markets upped their target price on Phillips 66 from $195.00 to $215.00 and gave the stock an “outperform” rating in a report on Wednesday, May 13th. The Goldman Sachs Group upped their target price on Phillips 66 from $192.00 to $207.00 and gave the stock a “neutral” rating in a report on Tuesday, May 19th. Mizuho raised Phillips 66 from a “neutral” rating to an “outperform” rating and upped their target price for the stock from $170.00 to $212.00 in a report on Wednesday, May 27th. Wolfe Research upped their target price on Phillips 66 from $187.00 to $193.00 and gave the stock an “outperform” rating in a report on Monday, April 6th. Finally, JPMorgan Chase & Co. upped their target price on Phillips 66 from $188.00 to $202.00 in a report on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $191.28.

View Our Latest Report on PSX

Phillips 66 Trading Down 0.5%

Shares of PSX stock opened at $183.30 on Friday. The stock has a market cap of $73.49 billion, a price-to-earnings ratio of 18.06, a PEG ratio of 0.27 and a beta of 0.68. The stock has a 50-day moving average of $172.76 and a 200-day moving average of $156.17. The company has a current ratio of 1.13, a quick ratio of 0.85 and a debt-to-equity ratio of 0.63. Phillips 66 has a 1-year low of $112.95 and a 1-year high of $190.61.

Phillips 66 (NYSE:PSX – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The oil and gas company reported $0.49 earnings per share for the quarter, beating the consensus estimate of ($0.54) by $1.03. The company had revenue of $32.54 billion during the quarter, compared to analysts’ expectations of $35.86 billion. Phillips 66 had a return on equity of 10.98% and a net margin of 2.99%.The business’s quarterly revenue was up 6.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($0.90) earnings per share. On average, equities research analysts forecast that Phillips 66 will post 17.64 earnings per share for the current year.

Phillips 66 Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Monday, May 18th were paid a $1.27 dividend. The ex-dividend date of this dividend was Monday, May 18th. This represents a $5.08 annualized dividend and a dividend yield of 2.8%. Phillips 66’s dividend payout ratio is presently 50.05%.

About Phillips 66

(Free Report)

Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.

The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.