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Moors & Cabot’s Phillips 66 PSX Stock Holding History

Moors & Cabot’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 		$1.95M Buy
11,511
+438
+4% +$75.4K 0.08% 238
2026
Q1 		$2.02M Buy
11,073
+780
+8% +$122K 0.09% 213
2025
Q4 		$1.33M Buy
10,293
+127
+1% +$17.1K 0.06% 290
2025
Q3 		$1.38M Sell
10,166
-176
-2% -$22.5K 0.06% 284
2025
Q2 		$1.23M Sell
10,342
-928
-8% -$104K 0.06% 290
2025
Q1 		$1.39M Sell
11,270
-410
-4% -$50.5K 0.07% 256
2024
Q4 		$1.33M Sell
11,680
-332
-3% -$42.2K 0.06% 269
2024
Q3 		$1.58M Buy
12,012
+472
+4% +$63.7K 0.08% 228
2024
Q2 		$1.63M Sell
11,540
-313
-3% -$46.3K 0.09% 210
2024
Q1 		$1.94M Sell
11,853
-598
-5% -$86.2K 0.11% 184
2023
Q4 		$1.66M Sell
12,451
-15
-0.1% -$1.79K 0.1% 189
2023
Q3 		$1.5M Sell
12,466
-1,696
-12% -$190K 0.1% 196
2023
Q2 		$1.35M Sell
14,162
-223
-2% -$21.7K 0.09% 215
2023
Q1 		$1.46M Sell
14,385
-238
-2% -$24.2K 0.1% 206
2022
Q4 		$1.52M Sell
14,623
-77
-0.5% -$7.88K 0.11% 196
2022
Q3 		$1.19M Buy
14,700
+317
+2% +$27K 0.09% 229
2022
Q2 		$1.18M Sell
14,383
-160
-1% -$14.8K 0.08% 234
2022
Q1 		$1.26M Buy
14,543
+1,153
+9% +$97K 0.08% 249
2021
Q4 		$970K Sell
13,390
-4,584
-26% -$347K 0.06% 288
2021
Q3 		$1.28M Buy
17,974
+9,389
+109% +$680K 0.08% 236
2021
Q2 		$737K Sell
8,585
-241
-3% -$20.3K 0.05% 329
2021
Q1 		$717K Sell
8,826
-80
-0.9% -$6.28K 0.05% 311
2020
Q4 		$618K Sell
8,906
-880
-9% -$51.7K 0.05% 313
2020
Q3 		$507K Sell
9,786
-1,087
-10% -$66.3K 0.05% 327
2020
Q2 		$786K Buy
10,873
+1,107
+11% +$78.4K 0.08% 227
2020
Q1 		$525K Sell
9,766
-1,972
-17% -$160K 0.08% 241
2019
Q4 		$1.31M Buy
11,738
+66
+0.6% +$7.42K 0.13% 164
2019
Q3 		$1.19M Buy
11,672
+467
+4% +$46.8K 0.13% 167
2019
Q2 		$1.05M Buy
11,205
+826
+8% +$74.1K 0.13% 168
2019
Q1 		$993K Buy
10,379
+542
+6% +$51.5K 0.14% 166
2018
Q4 		$850K Sell
9,837
-264
-3% -$25.8K 0.13% 169
2018
Q3 		$1.14M Buy
10,101
+72
+0.7% +$8.32K 0.14% 165
2018
Q2 		$1.12M Sell
10,029
-2,361
-19% -$265K 0.15% 158
2018
Q1 		$1.19M Buy
12,390
+1,842
+17% +$179K 0.16% 159
2017
Q4 		$1.07M Buy
10,548
+70
+0.7% +$6.66K 0.14% 174
2017
Q3 		$962K Buy
10,478
+1,838
+21% +$156K 0.14% 177
2017
Q2 		$713K Sell
8,640
-399
-4% -$31.3K 0.12% 214
2017
Q1 		$718K Sell
9,039
-21
-0.2% -$1.69K 0.12% 210
2016
Q4 		$782K Buy
9,060
+219
+2% +$18.2K 0.13% 190
2016
Q3 		$709K Buy
8,841
+2,221
+34% +$173K 0.12% 205
2016
Q2 		$528K Sell
6,620
-75
-1% -$6.13K 0.09% 257
2016
Q1 		$580K Sell
6,695
-745
-10% -$60.6K 0.1% 229
2015
Q4 		$606K Sell
7,440
-1,775
-19% -$153K 0.11% 222
2015
Q3 		$715K Buy
9,215
+458
+5% +$36.4K 0.13% 198
2015
Q2 		$702K Buy
8,757
+41
+0.5% +$3.26K 0.11% 219
2015
Q1 		$691K Buy
8,716
+497
+6% +$36.5K 0.12% 212
2014
Q4 		$587K Sell
8,219
-219
-3% -$16.2K 0.1% 233
2014
Q3 		$682K Sell
8,438
-115
-1% -$9.57K 0.12% 197
2014
Q2 		$684K Buy
8,553
+2,459
+40% +$203K 0.12% 201
2014
Q1 		$470K Buy
+6,094
New +$464K 0.12% 198

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

Moors & Cabot's PSX Position: Q2 2026 in Review

Moors & Cabot increased its Phillips 66 (PSX) stake by 4% in Q2 2026, buying an estimated $75.4K and bringing the position to 11,511 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #238.

Moors & Cabot first reported a position in PSX in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.02M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Moors & Cabot held 11,511 shares of Phillips 66 worth $1.95M as of Q2 2026.
  • Moors & Cabot bought 438 Phillips 66 shares in Q2 2026, an estimated $75.4K.
  • Phillips 66 made up 0.08% of Moors & Cabot's portfolio in Q2 2026, its #238 holding.
  • Moors & Cabot first reported a position in Phillips 66 in Q1 2014 and has held it in 50 quarters since.
  • Moors & Cabot's Phillips 66 position peaked at $2.02M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.