Optima Capital’s Phillips 66 PSX Stock Holding History

Optima 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	$351K	Buy	2,077 +16	+0.8%	+$2.75K	0.14%	120
2026 Q1	$375K	Buy	2,061 +117	+6%	+$18.3K	0.17%	108
2025 Q4	$251K	Buy	1,944 +17	+0.9%	+$2.29K	0.11%	137
2025 Q3	$262K	Sell	1,927 -130	-6%	-$16.7K	0.13%	131
2025 Q2	$245K	Buy	2,057 +147	+8%	+$16.5K	0.13%	141
2025 Q1	$236K	Buy	1,910 +18	+1%	+$2.22K	0.15%	124
2024 Q4	$216K	Buy	+1,892	New	+$241K	0.15%	144

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Optima Capital's PSX Position: Q2 2026 in Review

Optima Capital increased its Phillips 66 (PSX) stake by 0.78% in Q2 2026, buying an estimated $2.75K and bringing the position to 2,077 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #120.

Optima Capital first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $375K in Q1 2026. 655 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Optima Capital held 2,077 shares of Phillips 66 worth $351K as of Q2 2026.
Optima Capital bought 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
Phillips 66 made up 0.14% of Optima Capital's portfolio in Q2 2026, its #120 holding.
Optima Capital first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Optima Capital's Phillips 66 position peaked at $375K in Q1 2026.
655 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.