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COWA LLC’s Phillips 66 PSX Stock Holding History

COWA LLC’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 		$1.33M Buy
7,868
+2
+0% +$344 0.33% 48
2026
Q1 		$1.43M Buy
7,866
+2,672
+51% +$419K 0.39% 43
2025
Q4 		$683K Sell
5,194
-2,641
-34% -$355K 0.21% 78
2025
Q3 		$1.07M Hold
7,835
– – 0.35% 50
2025
Q2 		$936K Sell
7,835
-165
-2% -$18.5K 0.36% 51
2025
Q1 		$988K Sell
8,000
-99
-1% -$12.2K 0.42% 48
2024
Q4 		$923K Buy
8,099
+1
+0% +$127 0.43% 50
2024
Q3 		$1.06M Buy
8,098
+78
+1% +$10.5K 0.51% 45
2024
Q2 		$1.13M Sell
8,020
-1,621
-17% -$240K 0.61% 37
2024
Q1 		$1.58M Sell
9,641
-1,010
-9% -$146K 0.93% 29
2023
Q4 		$1.42M Sell
10,651
-344
-3% -$41.1K 0.88% 28
2023
Q3 		$1.32M Sell
10,995
-707
-6% -$79.4K 0.89% 27
2023
Q2 		$1.12M Buy
11,702
+3,252
+38% +$316K 0.73% 29
2023
Q1 		$857K Buy
8,450
+93
+1% +$9.46K 0.7% 32
2022
Q4 		$1.29M Sell
8,357
-4,663
-36% -$477K 0.8% 29
2022
Q3 		$1.05M Sell
13,020
-500
-4% -$42.6K 0.69% 34
2022
Q2 		$1.11M Buy
13,520
+2,654
+24% +$246K 0.64% 36
2022
Q1 		$939K Sell
10,866
-2,768
-20% -$233K 0.47% 45
2021
Q4 		$1.02M Sell
13,634
-548
-4% -$41.4K 0.52% 37
2021
Q3 		$1.03M Sell
14,182
-35,200
-71% -$2.55M 0.59% 32
2021
Q2 		$1.27M Sell
49,382
-935
-2% -$78.9K 0.79% 31
2021
Q1 		$1.25M Buy
50,317
+25,140
+100% +$1.97M 0.75% 28
2020
Q4 		$1.79M Buy
+25,177
New +$1.48M 1.36% 18

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

COWA LLC's PSX Position: Q2 2026 in Review

COWA LLC increased its Phillips 66 (PSX) stake by 0.03% in Q2 2026, buying an estimated $344 and bringing the position to 7,868 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #48.

COWA LLC first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q4 2020. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • COWA LLC held 7,868 shares of Phillips 66 worth $1.33M as of Q2 2026.
  • COWA LLC bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
  • Phillips 66 made up 0.33% of COWA LLC's portfolio in Q2 2026, its #48 holding.
  • COWA LLC first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • COWA LLC's Phillips 66 position peaked at $1.79M in Q4 2020.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.