Isthmus Partners’s Phillips 66 PSX Stock Holding History

Isthmus 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	–	Sell	-1,110	Closed	-$202K	–	231
2026 Q1	$202K	Buy	+1,110	New	+$174K	0.02%	215
2021 Q3	–	Sell	-134	Closed	-$11K	–	241
2021 Q2	$11K	Buy	+134	New	+$11.3K	﹤0.01%	236
2019 Q2	–	Sell	-18,833	Closed	-$1.15M	–	193
2019 Q1	$1.15M	Buy	+18,833	New	+$1.79M	0.28%	69
2018 Q4	–	Sell	-248	Closed	-$28K	–	251
2018 Q3	$28K	Hold	248	–	–	0.01%	210
2018 Q2	$28K	Hold	248	–	–	0.01%	202
2018 Q1	$24K	Hold	248	–	–	0.01%	204
2017 Q4	$25K	Hold	248	–	–	0.01%	203
2017 Q3	$23K	Hold	248	–	–	0.01%	207
2017 Q2	$21K	Hold	248	–	–	0.01%	219
2017 Q1	$20K	Hold	248	–	–	0.01%	221
2016 Q4	$21K	Hold	248	–	–	0.01%	221
2016 Q3	$20K	Hold	248	–	–	0.01%	216
2016 Q2	$20K	Hold	248	–	–	0.01%	205
2016 Q1	$21K	Sell	248 -12	-5%	-$975	0.01%	203
2015 Q4	$21K	Hold	260	–	–	0.01%	213
2015 Q3	$20K	Hold	260	–	–	0.01%	220
2015 Q2	$21K	Hold	260	–	–	0.01%	213
2015 Q1	$20K	Hold	260	–	–	0.01%	215
2014 Q4	$19K	Buy	+260	New	+$19.2K	0.01%	222

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

Isthmus Partners's PSX Position: Q2 2026 in Review

Isthmus Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,110 shares — an estimated $202K sold.

Isthmus Partners first reported a position in PSX in Q4 2014 and held it in 19 quarters. The position peaked at $1.15M in Q1 2019. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Isthmus Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Isthmus Partners sold 1,110 Phillips 66 shares in Q2 2026, an estimated $202K.
Isthmus Partners first reported a position in Phillips 66 in Q4 2014 and held it in 19 quarters.
Isthmus Partners's Phillips 66 position peaked at $1.15M in Q1 2019.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.