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Chickasaw Capital Management’s Phillips 66 PSX Stock Holding History

Chickasaw 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 		$49.7M Buy
294,013
+23,783
+9% +$4.09M 1.79% 12
2026
Q1 		$49.2M Buy
270,230
+126,451
+88% +$19.8M 1.74% 12
2025
Q4 		$18.6M Sell
143,779
-812
-0.6% -$109K 0.76% 17
2025
Q3 		$19.7M Sell
144,591
-7,853
-5% -$1.01M 0.8% 17
2025
Q2 		$18.2M Buy
152,444
+3,635
+2% +$407K 0.72% 17
2025
Q1 		$18.4M Buy
148,809
+7,192
+5% +$886K 0.71% 17
2024
Q4 		$16.1M Buy
141,617
+567
+0.4% +$72.1K 0.65% 18
2024
Q3 		$18.5M Sell
141,050
-4,291
-3% -$579K 0.79% 18
2024
Q2 		$20.5M Sell
145,341
-3,265
-2% -$483K 0.91% 17
2024
Q1 		$24.3M Sell
148,606
-7,887
-5% -$1.14M 1.16% 15
2023
Q4 		$20.8M Sell
156,493
-30,430
-16% -$3.64M 1.09% 16
2023
Q3 		$22.5M Sell
186,923
-269,512
-59% -$30.2M 1.2% 15
2023
Q2 		$43.5M Sell
456,435
-34,529
-7% -$3.36M 2.41% 12
2023
Q1 		$49.8M Sell
490,964
-32,576
-6% -$3.31M 2.65% 11
2022
Q4 		$54.5M Sell
523,540
-106,266
-17% -$10.9M 2.88% 11
2022
Q3 		$50.8M Sell
629,806
-39,753
-6% -$3.39M 2.58% 12
2022
Q2 		$54.9M Sell
669,559
-14,472
-2% -$1.34M 2.82% 12
2022
Q1 		$59.1M Buy
+684,031
New +$57.6M 2.61% 12

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

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

Chickasaw Capital Management increased its Phillips 66 (PSX) stake by 8.8% in Q2 2026, buying an estimated $4.09M and bringing the position to 294,013 shares worth $49.7M. The position accounts for 1.79% of the portfolio, ranked #12.

Chickasaw Capital Management first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $59.1M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Chickasaw Capital Management held 294,013 shares of Phillips 66 worth $49.7M as of Q2 2026.
  • Chickasaw Capital Management bought 23,783 Phillips 66 shares in Q2 2026, an estimated $4.09M.
  • Phillips 66 made up 1.79% of Chickasaw Capital Management's portfolio in Q2 2026, its #12 holding.
  • Chickasaw Capital Management first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Chickasaw Capital Management's Phillips 66 position peaked at $59.1M in Q1 2022.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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