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Fidelis Capital Partners’s Phillips 66 PSX Stock Holding History

Fidelis Capital 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 		$1.39M Buy
8,224
+2,438
+42% +$420K 0.08% 188
2026
Q1 		$1.05M Buy
5,786
+939
+19% +$147K 0.08% 202
2025
Q4 		$625K Buy
4,847
+281
+6% +$37.8K 0.05% 272
2025
Q3 		$621K Buy
4,566
+1,381
+43% +$177K 0.05% 263
2025
Q2 		$382K Buy
3,185
+30
+1% +$3.36K 0.03% 309
2025
Q1 		$328K Buy
3,155
+88
+3% +$10.8K 0.03% 302
2024
Q4 		$361K Buy
3,067
+172
+6% +$21.9K 0.04% 304
2024
Q3 		$374K Sell
2,895
-363
-11% -$49K 0.04% 283
2024
Q2 		$433K Buy
3,258
+499
+18% +$73.9K 0.06% 230
2024
Q1 		$451K Buy
2,759
+56
+2% +$8.07K 0.07% 222
2023
Q4 		$360K Buy
2,703
+243
+10% +$29K 0.08% 215
2023
Q3 		$296K Buy
2,460
+252
+11% +$28.3K 0.1% 198
2023
Q2 		$211K Buy
+2,208
New +$215K 0.08% 254

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's PSX Position: Q2 2026 in Review

Fidelis Capital Partners increased its Phillips 66 (PSX) stake by 42% in Q2 2026, buying an estimated $420K and bringing the position to 8,224 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #188.

Fidelis Capital Partners first reported a position in PSX in Q2 2023 and has held it in 13 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Fidelis Capital Partners held 8,224 shares of Phillips 66 worth $1.39M as of Q2 2026.
  • Fidelis Capital Partners bought 2,438 Phillips 66 shares in Q2 2026, an estimated $420K.
  • Phillips 66 made up 0.08% of Fidelis Capital Partners's portfolio in Q2 2026, its #188 holding.
  • Fidelis Capital Partners first reported a position in Phillips 66 in Q2 2023 and has held it in 13 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.