Manning & Napier Group's PSX Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 4,079 shares of Phillips 66 (PSX) worth $528,475, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Manning & Napier Group has maintained a strategic position in PSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 115,564 shares. Largest reduction occurred in Q1 2020, reducing 108,680 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,503 | Reduce 57.43% | 4,079 | $129.56 |
| Q3 2025 | -35,846 | Reduce 78.91% | 9,582 | $136.02 |
| Q2 2025 | -62,728 | Reduce 58.00% | 45,428 | $119.30 |
| Q1 2025 | -6,979 | Reduce 6.06% | 108,156 | $123.48 |
| Q4 2024 | -4,103 | Reduce 3.44% | 115,135 | $113.93 |
| Q3 2024 | -5,927 | Reduce 4.74% | 119,238 | $131.45 |
| Q2 2024 | +31,413 | Add 33.51% | 125,165 | $141.17 |
| Q1 2024 | -7,516 | Reduce 7.42% | 93,752 | $163.32 |
| Q4 2023 | -16,110 | Reduce 13.72% | 101,268 | $133.14 |
| Q3 2023 | -3,825 | Reduce 3.16% | 117,378 | $120.15 |
| Q2 2023 | +121,203 | New Buy | 121,203 | $95.38 |
| Q2 2020 | -11,566 | Sold Out | 11,566 | $53.61 |
| Q1 2020 | -108,680 | Reduce 90.38% | 11,566 | $53.61 |
| Q4 2019 | +5,321 | Add 4.63% | 120,246 | $111.40 |
| Q3 2019 | -639 | Reduce 0.55% | 114,925 | $102.39 |
| Q2 2019 | +115,564 | New Buy | 115,564 | $93.53 |
| Q4 2013 | -7,794 | Sold Out | 0 | $0.00 |
| Q3 2013 | -3,540 | Reduce 31.23% | 7,794 | $57.74 |
| Q2 2013 | +11,334 | Add 0.00% | 11,334 | $58.85 |
Manning & Napier Group's Phillips 66 Investment FAQs
Manning & Napier Group first purchased Phillips 66 (PSX) in Q2 2013, acquiring 11,334 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Phillips 66 (PSX) for 30 quarters since Q2 2013.
Manning & Napier Group's largest addition to Phillips 66 (PSX) was in Q2 2023, adding 121,203 shares worth $11.56 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 4,079 shares of Phillips 66 (PSX), valued at approximately $528,475.
As of the Q4 2025 filing, Phillips 66 (PSX) represents approximately 0.01% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Phillips 66 (PSX) was 125,165 shares, as reported at the end of Q2 2024.