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Aquatic Capital Management’s Phillips 66 PSX Stock Holding History

Aquatic Capital Management’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 		$13.1M Buy
77,403
+61,515
+387% +$10.6M 0.45% 39
2026
Q1 		$2.89M Sell
15,888
-4,297
-21% -$673K 0.08% 291
2025
Q4 		$2.6M Sell
20,185
-53,786
-73% -$7.24M 0.07% 318
2025
Q3 		$10.1M Buy
+73,971
New +$9.48M 0.19% 133
2025
Q2 		– Sell
-8,523
Closed -$1.05M – 1478
2025
Q1 		$1.05M Sell
8,523
-75,870
-90% -$9.35M 0.03% 591
2024
Q4 		$9.61M Buy
84,393
+15,693
+23% +$2M 0.26% 95
2024
Q3 		$9.03M Buy
68,700
+66,600
+3,171% +$8.99M 0.24% 106
2024
Q2 		$296K Sell
2,100
-2,300
-52% -$340K 0.01% 654
2024
Q1 		$719K Buy
+4,400
New +$634K 0.02% 464
2023
Q4 		– Sell
-19,200
Closed -$2.31M – 1566
2023
Q3 		$2.31M Buy
19,200
+11,700
+156% +$1.31M 0.1% 216
2023
Q2 		$715K Buy
7,500
+6,800
+971% +$661K 0.04% 376
2023
Q1 		$71K Sell
700
-12,600
-95% -$1.28M ﹤0.01% 822
2022
Q4 		$1.38M Buy
13,300
+1,300
+11% +$133K 0.1% 246
2022
Q3 		$969K Sell
12,000
-9,300
-44% -$793K 0.09% 268
2022
Q2 		$1.75M Buy
21,300
+19,600
+1,153% +$1.81M 0.57% 35
2022
Q1 		$147K Buy
+1,700
New +$143K 0.22% 99

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
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

Aquatic Capital Management's PSX Position: Q2 2026 in Review

Aquatic Capital Management increased its Phillips 66 (PSX) stake by 387% in Q2 2026, buying an estimated $10.6M and bringing the position to 77,403 shares worth $13.1M. The position accounts for 0.45% of the portfolio, ranked #39.

Aquatic Capital Management first reported a position in PSX in Q1 2022 and has held it in 16 quarters since. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aquatic Capital Management held 77,403 shares of Phillips 66 worth $13.1M as of Q2 2026.
  • Aquatic Capital Management bought 61,515 Phillips 66 shares in Q2 2026, an estimated $10.6M.
  • Phillips 66 made up 0.45% of Aquatic Capital Management's portfolio in Q2 2026, its #39 holding.
  • Aquatic Capital Management first reported a position in Phillips 66 in Q1 2022 and has held it in 16 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.