Coston McIsaac & Partners’s Phillips 66 PSX Stock Holding History

Coston McIsaac & Partners’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	$33K	Hold	200	–	–	0.01%	401
2026 Q1	$36K	Hold	200	–	–	0.01%	373
2025 Q4	$25K	Hold	200	–	–	0.01%	424
2025 Q3	$27K	Hold	200	–	–	0.01%	393
2025 Q2	$23K	Hold	200	–	–	0.01%	405
2025 Q1	$24K	Sell	200 -76	-28%	-$9.37K	0.01%	371
2024 Q4	$31K	Hold	276	–	–	0.01%	343
2024 Q3	$36	Buy	276 +11	+4%	+$1.49K	0.01%	325
2024 Q2	$37K	Buy	265 +65	+33%	+$9.62K	0.01%	309
2024 Q1	$32K	Hold	200	–	–	0.01%	333
2023 Q4	$26K	Hold	200	–	–	0.01%	355
2023 Q3	$24K	Hold	200	–	–	0.01%	357
2023 Q2	$19K	Sell	200 -25	-11%	-$2.43K	0.01%	417
2023 Q1	$22K	Buy	225 +25	+13%	+$2.54K	0.01%	386
2022 Q4	$20	Hold	200	–	–	0.01%	405
2022 Q3	$16K	Hold	200	–	–	0.01%	361
2022 Q2	$16K	Buy	+200	New	+$18.5K	0.01%	236

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

Coston McIsaac & Partners's PSX Position: Q2 2026 in Review

Coston McIsaac & Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 200 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #401.

Coston McIsaac & Partners first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $37K in Q2 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Coston McIsaac & Partners held 200 shares of Phillips 66 worth $33K as of Q2 2026.
Coston McIsaac & Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #401 holding.
Coston McIsaac & Partners first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Phillips 66 position peaked at $37K in Q2 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.