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Broadwater Capital’s Phillips 66 PSX Stock Holding History

Broadwater Capital’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 		$152K Hold
900
– – 0.11% 72
2026
Q1 		$116K Hold
900
– – 0.09% 78
2025
Q4 		$116K Hold
900
– – 0.09% 78
2025
Q3 		$122K Sell
900
-106,470
-99% -$13.6M 0.09% 85
2025
Q2 		$107M Buy
107,370
+106,470
+11,830% +$11.9M 0.08% 90
2025
Q1 		$111K Hold
900
– – 0.09% 90
2024
Q4 		$103K Hold
900
– – 0.08% 95
2024
Q3 		$118K Hold
900
– – 0.09% 90
2024
Q2 		$127K Hold
900
– – 0.1% 87
2024
Q1 		$147K Hold
900
– – 0.11% 89
2023
Q4 		$120K Buy
+900
New +$108K 0.09% 91

Other funds holding PSX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Broadwater Capital's PSX Position: Q2 2026 in Review

Broadwater Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 900 shares worth $152K. The position accounts for 0.11% of the portfolio, ranked #72.

Broadwater Capital first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $107M in Q2 2025. 1,160 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Broadwater Capital held 900 shares of Phillips 66 worth $152K as of Q2 2026.
  • Broadwater Capital left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.11% of Broadwater Capital's portfolio in Q2 2026, its #72 holding.
  • Broadwater Capital first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Phillips 66 position peaked at $107M in Q2 2025.
  • 1,160 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.