Cadinha & Co’s Phillips 66 PSX Stock Holding History

Cadinha & Co’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	$631K	Buy	3,733 +13	+0.3%	+$2.24K	0.09%	65
2026 Q1	$678K	Hold	3,720	–	–	0.13%	62
2025 Q4	$480K	Sell	3,720 -12	-0.3%	-$1.61K	0.07%	67
2025 Q3	$508K	Hold	3,732	–	–	0.07%	68
2025 Q2	$445K	Buy	3,732 +12	+0.3%	+$1.34K	0.07%	66
2025 Q1	$459K	Sell	3,720 -300	-7%	-$37K	0.1%	59
2024 Q4	$458K	Sell	4,020 -60	-1%	-$7.63K	0.08%	66
2024 Q3	$536K	Buy	4,080 +800	+24%	+$108K	0.09%	61
2024 Q2	$463K	Buy	3,280 +10	+0.3%	+$1.48K	0.09%	62
2024 Q1	$534K	Hold	3,270	–	–	0.09%	62
2023 Q4	$435K	Sell	3,270 -100	-3%	-$12K	0.07%	70
2023 Q3	$405K	Buy	3,370 +20	+0.6%	+$2.25K	0.09%	69
2023 Q2	$320K	Hold	3,350	–	–	0.06%	77
2023 Q1	$340K	Buy	3,350 +285	+9%	+$29K	0.09%	73
2022 Q4	$319K	Hold	3,065	–	–	0.07%	77
2022 Q3	$247K	Hold	3,065	–	–	0.08%	82
2022 Q2	$251K	Buy	3,065 +250	+9%	+$23.1K	0.06%	84
2022 Q1	$243K	Hold	2,815	–	–	0.04%	97
2021 Q4	$204K	Buy	+2,815	New	+$213K	0.03%	115
2021 Q3	–	Sell	-2,815	Closed	-$242K	–	128
2021 Q2	$242K	Hold	2,815	–	–	0.03%	110
2021 Q1	$230K	Buy	+2,815	New	+$221K	0.03%	107
2020 Q3	–	Sell	-2,815	Closed	-$202K	–	110
2020 Q2	$202K	Buy	+2,815	New	+$199K	0.03%	91
2020 Q1	–	Sell	-3,045	Closed	-$339K	–	114
2019 Q4	$339K	Buy	3,045 +130	+4%	+$14.6K	0.05%	98
2019 Q3	$298K	Hold	2,915	–	–	0.05%	98
2019 Q2	$273K	Hold	2,915	–	–	0.05%	96
2019 Q1	$277K	Sell	2,915 -35	-1%	-$3.33K	0.05%	89
2018 Q4	$254K	Hold	2,950	–	–	0.06%	90
2018 Q3	$333K	Sell	2,950 -303	-9%	-$35K	0.05%	102
2018 Q2	$365K	Hold	3,253	–	–	0.07%	92
2018 Q1	$312K	Hold	3,253	–	–	0.06%	104
2017 Q4	$329K	Hold	3,253	–	–	0.05%	104
2017 Q3	$298K	Hold	3,253	–	–	0.05%	108
2017 Q2	$269K	Hold	3,253	–	–	0.05%	110
2017 Q1	$258K	Hold	3,253	–	–	0.05%	110
2016 Q4	$281K	Sell	3,253 -280	-8%	-$23.3K	0.05%	100
2016 Q3	$285K	Buy	3,533 +280	+9%	+$21.8K	0.06%	99
2016 Q2	$258K	Sell	3,253 -280	-8%	-$22.9K	0.06%	101
2016 Q1	$306K	Sell	3,533 -100	-3%	-$8.13K	0.08%	89
2015 Q4	$297K	Hold	3,633	–	–	0.07%	87
2015 Q3	$279K	Sell	3,633 -43	-1%	-$3.42K	0.07%	85
2015 Q2	$296K	Buy	3,676 +43	+1%	+$3.42K	0.06%	88
2015 Q1	$286K	Buy	3,633 +35	+1%	+$2.57K	0.06%	92
2014 Q4	$258K	Hold	3,598	–	–	0.04%	99
2014 Q3	$293K	Hold	3,598	–	–	0.05%	92
2014 Q2	$289K	Hold	3,598	–	–	0.05%	95
2014 Q1	$277K	Hold	3,598	–	–	0.05%	90
2013 Q4	$278K	Hold	3,598	–	–	0.05%	90
2013 Q3	$208K	Buy	+3,598	New	+$209K	0.04%	87

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cadinha & Co's PSX Position: Q2 2026 in Review

Cadinha & Co increased its Phillips 66 (PSX) stake by 0.35% in Q2 2026, buying an estimated $2.24K and bringing the position to 3,733 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #65.

Cadinha & Co first reported a position in PSX in Q3 2013 and has held it in 48 quarters since. The position peaked at $678K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Cadinha & Co held 3,733 shares of Phillips 66 worth $631K as of Q2 2026.
Cadinha & Co bought 13 Phillips 66 shares in Q2 2026, an estimated $2.24K.
Phillips 66 made up 0.09% of Cadinha & Co's portfolio in Q2 2026, its #65 holding.
Cadinha & Co first reported a position in Phillips 66 in Q3 2013 and has held it in 48 quarters since.
Cadinha & Co's Phillips 66 position peaked at $678K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.