IC
PSX icon

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
Q2 		$1.87M Buy
11,068
+314
+3% +$54.1K 0.17% 109
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 $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

Inscription Capital's PSX Position: Q2 2026 in Review

Inscription Capital increased its Phillips 66 (PSX) stake by 2.9% in Q2 2026, buying an estimated $54.1K and bringing the position to 11,068 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #109.

Inscription Capital first reported a position in PSX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q2 2022. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Inscription Capital held 11,068 shares of Phillips 66 worth $1.87M as of Q2 2026.
  • Inscription Capital bought 314 Phillips 66 shares in Q2 2026, an estimated $54.1K.
  • Phillips 66 made up 0.17% of Inscription Capital's portfolio in Q2 2026, its #109 holding.
  • Inscription Capital first reported a position in Phillips 66 in Q4 2020 and has held it in 22 quarters since.
  • Inscription Capital's Phillips 66 position peaked at $2.92M in Q2 2022.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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