M
PSX icon

MOTCO’s Phillips 66 PSX Stock Holding History

MOTCO’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 		$175K Buy
1,034
+108
+12% +$18.6K 0.02% 218
2026
Q1 		$169K Sell
926
-12
-1% -$1.88K 0.02% 222
2025
Q4 		$121K Hold
938
– – 0.01% 250
2025
Q3 		$128K Hold
938
– – 0.01% 252
2025
Q2 		$116K Buy
938
+189
+25% +$21.2K 0.01% 240
2025
Q1 		$92.5K Buy
749
+23
+3% +$2.83K 0.01% 242
2024
Q4 		$82.7K Hold
726
– – 0.01% 246
2024
Q3 		$95.4K Hold
726
– – 0.01% 266
2024
Q2 		$102K Hold
726
– – 0.01% 334
2024
Q1 		$119K Sell
726
-108
-13% -$15.6K 0.01% 317
2023
Q4 		$111K Hold
834
– – 0.01% 291
2023
Q3 		$100K Sell
834
-19
-2% -$2.13K 0.01% 291
2023
Q2 		$81.4K Sell
853
-48
-5% -$4.67K 0.01% 304
2023
Q1 		$91.3K Sell
901
-500
-36% -$50.8K 0.01% 277
2022
Q4 		$146K Sell
1,401
-33
-2% -$3.38K 0.01% 249
2022
Q3 		$116K Sell
1,434
-255
-15% -$21.7K 0.01% 270
2022
Q2 		$138K Hold
1,689
– – 0.01% 261
2022
Q1 		$146K Sell
1,689
-752
-31% -$63.3K 0.01% 265
2021
Q4 		$177K Sell
2,441
-58,038
-96% -$4.39M 0.01% 243
2021
Q3 		$4.24M Sell
60,479
-23,660
-28% -$1.71M 0.28% 119
2021
Q2 		$7.22M Sell
84,139
-150
-0.2% -$12.7K 0.47% 81
2021
Q1 		$6.87M Sell
84,289
-731
-0.9% -$57.4K 0.49% 72
2020
Q4 		$5.95M Sell
85,020
-806
-0.9% -$47.3K 0.44% 83
2020
Q3 		$4.45M Buy
85,826
+84,638
+7,124% +$5.17M 0.36% 101
2020
Q2 		$85K Sell
1,188
-29
-2% -$2.05K 0.01% 273
2020
Q1 		$65K Buy
1,217
+42
+4% +$3.42K 0.01% 283
2019
Q4 		$131K Buy
1,175
+29
+3% +$3.26K 0.01% 247
2019
Q3 		$117K Sell
1,146
-214
-16% -$21.4K 0.01% 259
2019
Q2 		$127K Sell
1,360
-169
-11% -$15.2K 0.01% 265
2019
Q1 		$146K Hold
1,529
– – 0.01% 238
2018
Q4 		$132K Sell
1,529
-101
-6% -$9.87K 0.01% 239
2018
Q3 		$184K Buy
1,630
+101
+7% +$11.7K 0.02% 219
2018
Q2 		$172K Buy
1,529
+500
+49% +$56.2K 0.02% 211
2018
Q1 		$99K Buy
1,029
+770
+297% +$75K 0.01% 257
2017
Q4 		$26K Hold
259
– – ﹤0.01% 373
2017
Q3 		$24K Sell
259
-1,050
-80% -$88.9K ﹤0.01% 391
2017
Q2 		$108K Buy
1,309
+50
+4% +$3.92K 0.01% 243
2017
Q1 		$100K Sell
1,259
-20
-2% -$1.61K 0.01% 233
2016
Q4 		$111K Hold
1,279
– – 0.01% 223
2016
Q3 		$103K Hold
1,279
– – 0.01% 231
2016
Q2 		$101K Hold
1,279
– – 0.01% 225
2016
Q1 		$111K Sell
1,279
-22
-2% -$1.79K 0.01% 216
2015
Q4 		$106K Sell
1,301
-1,399
-52% -$121K 0.01% 209
2015
Q3 		$207K Buy
2,700
+1,370
+103% +$109K 0.03% 178
2015
Q2 		$107K Sell
1,330
-33
-2% -$2.62K 0.01% 220
2015
Q1 		$107K Sell
1,363
-558
-29% -$41K 0.01% 225
2014
Q4 		$138K Hold
1,921
– – 0.01% 218
2014
Q3 		$156K Buy
1,921
+154
+9% +$12.8K 0.02% 213
2014
Q2 		$142K Hold
1,767
– – 0.02% 213
2014
Q1 		$136K Sell
1,767
-32
-2% -$2.44K 0.02% 216
2013
Q4 		$139K Buy
1,799
+100
+6% +$6.67K 0.02% 214
2013
Q3 		$98K Hold
1,699
– – 0.01% 239
2013
Q2 		$100K Buy
+1,699
New +$107K 0.01% 245

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

MOTCO's PSX Position: Q2 2026 in Review

MOTCO increased its Phillips 66 (PSX) stake by 12% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,034 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #218.

MOTCO first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.22M in Q2 2021. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MOTCO held 1,034 shares of Phillips 66 worth $175K as of Q2 2026.
  • MOTCO bought 108 Phillips 66 shares in Q2 2026, an estimated $18.6K.
  • Phillips 66 made up 0.02% of MOTCO's portfolio in Q2 2026, its #218 holding.
  • MOTCO first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • MOTCO's Phillips 66 position peaked at $7.22M in Q2 2021.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.