Northside Capital Management’s Phillips 66 PSX Stock Holding History

Northside Capital Management’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	$2.83M	Hold	16,725	–	–	0.23%	73
2026 Q1	$3.05M	Hold	16,725	–	–	0.27%	71
2025 Q4	$2.16M	Hold	16,725	–	–	0.19%	75
2025 Q3	$2.27M	Hold	16,725	–	–	0.21%	74
2025 Q2	$2M	Hold	16,725	–	–	0.15%	72
2025 Q1	$2.07M	Hold	16,725	–	–	0.34%	33
2024 Q4	$1.91M	Hold	16,725	–	–	0.51%	32
2024 Q3	$2.2M	Hold	16,725	–	–	0.34%	31
2024 Q2	$2.36M	Hold	16,725	–	–	0.41%	28
2024 Q1	$2.73M	Hold	16,725	–	–	0.49%	25
2023 Q4	$2.23M	Hold	16,725	–	–	0.7%	24
2023 Q3	$2.01M	Hold	16,725	–	–	0.46%	26
2023 Q2	$1.6M	Sell	16,725 -216	-1%	-$21K	0.55%	26
2023 Q1	$1.72M	Hold	16,941	–	–	0.46%	27
2022 Q4	$1.76M	Buy	16,941 +93	+0.6%	+$9.51K	0.53%	27
2022 Q3	$1.36M	Hold	16,848	–	–	0.44%	30
2022 Q2	$1.38M	Hold	16,848	–	–	0.44%	30
2022 Q1	$1.46M	Hold	16,848	–	–	0.39%	32
2021 Q4	$1.22M	Hold	16,848	–	–	0.32%	36
2021 Q3	$1.18M	Hold	16,848	–	–	0.32%	39
2021 Q2	$1.45M	Sell	16,848 -135	-0.8%	-$11.4K	0.36%	26
2021 Q1	$1.39M	Sell	16,983 -192	-1%	-$15.1K	0.38%	26
2020 Q4	$1.2M	Sell	17,175 -372	-2%	-$21.8K	0.36%	29
2020 Q3	$910K	Hold	17,547	–	–	0.3%	37
2020 Q2	$1.26M	Hold	17,547	–	–	0.44%	29
2020 Q1	$941K	Hold	17,547	–	–	0.46%	32
2019 Q4	$1.96M	Hold	17,547	–	–	0.66%	21
2019 Q3	$1.8M	Sell	17,547 -1,104	-6%	-$111K	0.64%	22
2019 Q2	$1.75M	Buy	18,651 +245	+1%	+$22K	0.69%	17
2019 Q1	$1.75M	Buy	18,406 +280	+2%	+$26.6K	0.7%	16
2018 Q4	$1.56M	Buy	18,126 +579	+3%	+$56.6K	0.69%	17
2018 Q3	$1.98M	Hold	17,547	–	–	0.71%	14
2018 Q2	$1.97M	Hold	17,547	–	–	0.69%	14
2018 Q1	$1.68M	Hold	17,547	–	–	0.55%	18
2017 Q4	$1.77M	Hold	17,547	–	–	0.51%	19
2017 Q3	$1.61M	Hold	17,547	–	–	0.67%	16
2017 Q2	$1.45M	Hold	17,547	–	–	0.63%	17
2017 Q1	$1.39M	Hold	17,547	–	–	0.38%	30
2016 Q4	$1.52M	Hold	17,547	–	–	0.54%	15
2016 Q3	$1.41M	Hold	17,547	–	–	0.55%	17
2016 Q2	$1.39M	Buy	17,547 +135	+0.8%	+$11K	0.66%	16
2016 Q1	$1.51M	Sell	17,412 -60	-0.3%	-$4.88K	0.95%	12
2015 Q4	$1.43M	Buy	17,472 +84	+0.5%	+$7.25K	1.09%	13
2015 Q3	$1.34M	Hold	17,388	–	–	1.02%	15
2015 Q2	$1.4M	Hold	17,388	–	–	0.94%	15
2015 Q1	$1.37M	Hold	17,388	–	–	0.93%	13
2014 Q4	$1.25M	Buy	+17,388	New	+$1.28M	0.89%	13

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

Northside Capital Management's PSX Position: Q2 2026 in Review

Northside Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 16,725 shares worth $2.83M. The position accounts for 0.23% of the portfolio, ranked #73.

Northside Capital Management first reported a position in PSX in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.05M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Northside Capital Management held 16,725 shares of Phillips 66 worth $2.83M as of Q2 2026.
Northside Capital Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.23% of Northside Capital Management's portfolio in Q2 2026, its #73 holding.
Northside Capital Management first reported a position in Phillips 66 in Q4 2014 and has held it in 47 quarters since.
Northside Capital Management's Phillips 66 position peaked at $3.05M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.