CJ
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Caitlin John’s Phillips 66 PSX Stock Holding History

Caitlin John’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 		$216K Buy
1,278
+1,265
+9,731% +$218K 0.12% 198
2026
Q1 		$2.37K Hold
13
– – ﹤0.01% 697
2025
Q4 		$1.68K Hold
13
– – ﹤0.01% 738
2025
Q3 		$1.77K Buy
+13
New +$1.67K ﹤0.01% 705
2025
Q1 		– Sell
-14
Closed -$1.59K – 624
2024
Q4 		$1.59K Hold
14
– – ﹤0.01% 683
2024
Q3 		$1.82K Sell
14
-285
-95% -$38.5K ﹤0.01% 671
2024
Q2 		$42.1K Sell
299
-2,107
-88% -$312K 0.03% 262
2024
Q1 		$393K Buy
2,406
+191
+9% +$27.5K 0.29% 79
2023
Q4 		$295K Buy
+2,215
New +$265K 0.24% 92

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 $3.37T AUM 44.26% 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

Caitlin John's PSX Position: Q2 2026 in Review

Caitlin John increased its Phillips 66 (PSX) stake by 9,731% in Q2 2026, buying an estimated $218K and bringing the position to 1,278 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #198.

Caitlin John first reported a position in PSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $393K in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Caitlin John held 1,278 shares of Phillips 66 worth $216K as of Q2 2026.
  • Caitlin John bought 1,265 Phillips 66 shares in Q2 2026, an estimated $218K.
  • Phillips 66 made up 0.12% of Caitlin John's portfolio in Q2 2026, its #198 holding.
  • Caitlin John first reported a position in Phillips 66 in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Phillips 66 position peaked at $393K in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.