7WCP
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71 West Capital Partners’s Phillips 66 PSX Stock Holding History

71 West Capital Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
2,365
+779
+49% +$134K 0.01% 269
2026
Q1 		$289K Buy
+1,586
New +$249K 0.01% 252

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Vanguard Portfolio Management
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EIM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

71 West Capital Partners's PSX Position: Q2 2026 in Review

71 West Capital Partners increased its Phillips 66 (PSX) stake by 49% in Q2 2026, buying an estimated $134K and bringing the position to 2,365 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #269.

71 West Capital Partners first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • 71 West Capital Partners held 2,365 shares of Phillips 66 worth $400K as of Q2 2026.
  • 71 West Capital Partners bought 779 Phillips 66 shares in Q2 2026, an estimated $134K.
  • Phillips 66 made up 0.01% of 71 West Capital Partners's portfolio in Q2 2026, its #269 holding.
  • 71 West Capital Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.