Pointe Capital Management’s Phillips 66 PSX Stock Holding History

Pointe 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	$213K	Buy	1,261 +52	+4%	+$8.95K	0.1%	153
2026 Q1	$220K	Buy	+1,209	New	+$189K	0.11%	145
2024 Q2	–	Sell	-1,352	Closed	-$221K	–	162
2024 Q1	$221K	Buy	+1,352	New	+$195K	0.14%	147
2023 Q2	–	Sell	-845	Closed	-$85.7K	–	330
2023 Q1	$85.7K	Buy	+845	New	+$85.9K	0.06%	199
2016 Q4	–	Sell	-5,618	Closed	-$453K	–	220
2016 Q3	$453K	Sell	5,618 -250	-4%	-$19.4K	0.33%	93
2016 Q2	$466K	Sell	5,868 -2,359	-29%	-$193K	0.34%	92
2016 Q1	$712K	Buy	8,227 +212	+3%	+$17.2K	0.56%	53
2015 Q4	$656K	Buy	8,015 +562	+8%	+$48.5K	0.48%	62
2015 Q3	$573K	Buy	7,453 +540	+8%	+$42.9K	0.35%	77
2015 Q2	$557K	Buy	6,913 +2,181	+46%	+$173K	0.25%	84
2015 Q1	$372K	Buy	+4,732	New	+$347K	0.17%	105

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

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

Pointe Capital Management increased its Phillips 66 (PSX) stake by 4.3% in Q2 2026, buying an estimated $8.95K and bringing the position to 1,261 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #153.

Pointe Capital Management first reported a position in PSX in Q1 2015 and has held it in 11 quarters since. The position peaked at $712K in Q1 2016. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Pointe Capital Management held 1,261 shares of Phillips 66 worth $213K as of Q2 2026.
Pointe Capital Management bought 52 Phillips 66 shares in Q2 2026, an estimated $8.95K.
Phillips 66 made up 0.1% of Pointe Capital Management's portfolio in Q2 2026, its #153 holding.
Pointe Capital Management first reported a position in Phillips 66 in Q1 2015 and has held it in 11 quarters since.
Pointe Capital Management's Phillips 66 position peaked at $712K in Q1 2016.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.