Moisand Fitzgerald Tamayo’s Phillips 66 PSX Stock Holding History

Moisand Fitzgerald Tamayo’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	$65.1K	Hold	385	–	–	0.01%	189
2026 Q1	$70.1K	Hold	385	–	–	0.01%	171
2025 Q4	$49.7K	Hold	385	–	–	0.01%	200
2025 Q3	$52.4K	Hold	385	–	–	0.01%	194
2025 Q2	$45.9K	Hold	385	–	–	0.01%	203
2025 Q1	$47.5K	Buy	+385	New	+$47.4K	0.01%	192
2023 Q4	–	Sell	-50	Closed	-$6.01K	–	784
2023 Q3	$6.01K	Sell	50 -50	-50%	-$5.61K	﹤0.01%	404
2023 Q2	$9.54K	Hold	100	–	–	﹤0.01%	324
2023 Q1	$10.1K	Hold	100	–	–	﹤0.01%	331
2022 Q4	$10.4K	Hold	100	–	–	﹤0.01%	312
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	311
2022 Q2	$8K	Buy	+100	New	+$9.25K	﹤0.01%	287
2022 Q1	–	Sell	-100	Closed	-$7K	–	614
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	281
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	274
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	275
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	234
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	244
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	245
2020 Q2	$7K	Buy	+100	New	+$7.08K	﹤0.01%	208

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

Moisand Fitzgerald Tamayo's PSX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Phillips 66 (PSX) position steady in Q2 2026 at 385 shares worth $65.1K. The position accounts for 0.01% of the portfolio, ranked #189.

Moisand Fitzgerald Tamayo first reported a position in PSX in Q2 2020 and has held it in 19 quarters since. The position peaked at $70.1K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Moisand Fitzgerald Tamayo held 385 shares of Phillips 66 worth $65.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #189 holding.
Moisand Fitzgerald Tamayo first reported a position in Phillips 66 in Q2 2020 and has held it in 19 quarters since.
Moisand Fitzgerald Tamayo's Phillips 66 position peaked at $70.1K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.