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Caldwell Sutter Capital’s Phillips 66 PSX Stock Holding History

Caldwell Sutter 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 		$209K Sell
1,234
-5
-0.4% -$861 0.08% 218
2026
Q1 		$226K Sell
1,239
-112
-8% -$17.6K 0.09% 199
2025
Q4 		$174K Buy
1,351
+3
+0.2% +$404 0.07% 226
2025
Q3 		$183K Sell
1,348
-10
-0.7% -$1.28K 0.08% 223
2025
Q2 		$162K Sell
1,358
-39
-3% -$4.37K 0.07% 230
2025
Q1 		$173K Sell
1,397
-7
-0.5% -$863 0.08% 216
2024
Q4 		$160K Sell
1,404
-20
-1% -$2.54K 0.07% 222
2024
Q3 		$187K Sell
1,424
-1
-0.1% -$135 0.09% 214
2024
Q2 		$201K Sell
1,425
-15
-1% -$2.22K 0.1% 200
2024
Q1 		$235K Sell
1,440
-44
-3% -$6.34K 0.11% 175
2023
Q4 		$198K Sell
1,484
-66
-4% -$7.89K 0.1% 191
2023
Q3 		$186K Sell
1,550
-14
-0.9% -$1.57K 0.1% 181
2023
Q2 		$149K Buy
1,564
+912
+140% +$88.7K 0.08% 212
2023
Q1 		$66.1K Buy
+652
New +$66.3K 0.05% 224

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

Caldwell Sutter Capital's PSX Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Phillips 66 (PSX) stake by 0.4% in Q2 2026, selling an estimated $861 and leaving 1,234 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #218.

Caldwell Sutter Capital first reported a position in PSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $235K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Caldwell Sutter Capital held 1,234 shares of Phillips 66 worth $209K as of Q2 2026.
  • Caldwell Sutter Capital sold 5 Phillips 66 shares in Q2 2026, an estimated $861.
  • Phillips 66 made up 0.08% of Caldwell Sutter Capital's portfolio in Q2 2026, its #218 holding.
  • Caldwell Sutter Capital first reported a position in Phillips 66 in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Phillips 66 position peaked at $235K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.