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Inscription Capital’s Phillips 66 PSX Stock Holding History

Inscription 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
Q1 		$1.96M Sell
10,754
-1,120
-9% -$176K 0.21% 85
2025
Q4 		$1.53M Buy
11,874
+2,152
+22% +$290K 0.16% 101
2025
Q3 		$1.32M Buy
9,722
+1,224
+14% +$157K 0.14% 121
2025
Q2 		$1.01M Sell
8,498
-4,655
-35% -$521K 0.15% 108
2025
Q1 		$2.15M Buy
+13,153
New +$1.62M 0.35% 57
2024
Q3 		$1.92M Buy
14,640
+1,230
+9% +$166K 0.29% 65
2024
Q2 		$1.89M Buy
13,410
+257
+2% +$38K 0.3% 61
2024
Q1 		$2.15M Buy
13,153
+5,709
+77% +$823K 0.35% 57
2023
Q4 		$991K Sell
7,444
-5,611
-43% -$671K 0.27% 68
2023
Q3 		$1.57M Sell
13,055
-1,266
-9% -$142K 0.51% 38
2023
Q2 		$1.37M Buy
14,321
+832
+6% +$80.9K 0.42% 46
2023
Q1 		$1.37M Buy
13,489
+770
+6% +$78.3K 0.36% 55
2022
Q4 		$1.32M Sell
12,719
-746
-6% -$76.3K 0.45% 52
2022
Q3 		$1.09M Sell
13,465
-22,208
-62% -$1.89M 0.31% 58
2022
Q2 		$2.92M Buy
35,673
+24,473
+219% +$2.26M 0.53% 42
2022
Q1 		$968K Sell
11,200
-635
-5% -$53.4K 0.28% 76
2021
Q4 		$858K Buy
11,835
+1,067
+10% +$80.7K 0.23% 86
2021
Q3 		$754K Sell
10,768
-15,637
-59% -$1.13M 0.24% 87
2021
Q2 		$2.27M Buy
26,405
+19,243
+269% +$1.62M 0.26% 81
2021
Q1 		$584K Buy
7,162
+2,576
+56% +$202K 0.2% 102
2020
Q4 		$321K Buy
+4,586
New +$269K 0.12% 129

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Inscription Capital's PSX Position: Q1 2026 in Review

Inscription Capital reduced its Phillips 66 (PSX) stake by 9.4% in Q1 2026, selling an estimated $176K and leaving 10,754 shares worth $1.96M. The position accounts for 0.21% of the portfolio, ranked #85.

Inscription Capital first reported a position in PSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.92M in Q2 2022. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Inscription Capital held 10,754 shares of Phillips 66 worth $1.96M as of Q1 2026.
  • Inscription Capital sold 1,120 Phillips 66 shares in Q1 2026, an estimated $176K.
  • Phillips 66 made up 0.21% of Inscription Capital's portfolio in Q1 2026, its #85 holding.
  • Inscription Capital first reported a position in Phillips 66 in Q4 2020 and has held it in 21 quarters since.
  • Inscription Capital's Phillips 66 position peaked at $2.92M in Q2 2022.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.