Lavaca Capital’s Phillips 66 PSX Stock Holding History

Lavaca 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	$11.2K	Hold	66	–	–	﹤0.01%	313
2026 Q1	$12K	Hold	66	–	–	﹤0.01%	245
2025 Q4	$8.52K	Hold	66	–	–	﹤0.01%	261
2025 Q3	$8.98K	Hold	66	–	–	﹤0.01%	244
2025 Q2	$7.87K	Hold	66	–	–	﹤0.01%	241
2025 Q1	$8.15K	Sell	66 -118	-64%	-$14.5K	﹤0.01%	223
2024 Q4	$20.9K	Buy	+184	New	+$23.4K	0.01%	246
2020 Q4	–	Sell	-7,133	Closed	-$370K	–	121
2020 Q3	$370K	Buy	+7,133	New	+$435K	0.06%	81
2020 Q2	–	Sell	-5,272	Closed	-$283K	–	94
2020 Q1	$283K	Sell	5,272 -970	-16%	-$78.9K	0.27%	63
2019 Q4	$695K	Sell	6,242 -1,375	-18%	-$154K	0.53%	40
2019 Q3	$780K	Buy	7,617 +1	+0%	+$100	0.59%	39
2019 Q2	$712K	Buy	7,616 +94	+1%	+$8.43K	0.55%	37
2019 Q1	$716K	Hold	7,522	–	–	0.61%	34
2018 Q4	$648K	Buy	+7,522	New	+$735K	0.65%	27

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

Lavaca Capital's PSX Position: Q2 2026 in Review

Lavaca Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 66 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Lavaca Capital first reported a position in PSX in Q4 2018 and has held it in 14 quarters since. The position peaked at $780K in Q3 2019. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Lavaca Capital held 66 shares of Phillips 66 worth $11.2K as of Q2 2026.
Lavaca Capital left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #313 holding.
Lavaca Capital first reported a position in Phillips 66 in Q4 2018 and has held it in 14 quarters since.
Lavaca Capital's Phillips 66 position peaked at $780K in Q3 2019.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.