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Private Capital Management (Florida)’s Phillips 66 PSX Stock Holding History

Private Capital Management (Florida)’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 		$1.96M Sell
11,587
-817
-7% -$141K 0.17% 72
2026
Q1 		$2.26M Sell
12,404
-998
-7% -$156K 0.23% 60
2025
Q4 		$1.73M Buy
13,402
+1
+0% +$135 0.16% 67
2025
Q3 		$1.82M Buy
13,401
+2
+0% +$256 0.16% 64
2025
Q2 		$1.6M Buy
13,399
+202
+2% +$22.6K 0.15% 72
2025
Q1 		$1.63M Buy
13,197
+51
+0.4% +$6.29K 0.18% 57
2024
Q4 		$1.5M Buy
13,146
+4,352
+49% +$554K 0.16% 57
2024
Q3 		$1.16M Buy
8,794
+1,130
+15% +$153K 0.12% 65
2024
Q2 		$1.08M Sell
7,664
-12
-0.2% -$1.78K 0.13% 59
2024
Q1 		$1.25M Buy
7,676
+6
+0.1% +$865 0.14% 53
2023
Q4 		$1.02M Sell
7,670
-33
-0.4% -$3.94K 0.11% 69
2023
Q3 		$926K Sell
7,703
-35
-0.5% -$3.93K 0.11% 67
2023
Q2 		$738K Buy
7,738
+1,649
+27% +$160K 0.09% 69
2023
Q1 		$617K Buy
+6,089
New +$619K 0.07% 73
2022
Q4 		– Sell
-2,487
Closed -$201K – 141
2022
Q3 		$201K Buy
+2,487
New +$212K 0.03% 136

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 $3.38T AUM 44.17% 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

Private Capital Management (Florida)'s PSX Position: Q2 2026 in Review

Private Capital Management (Florida) reduced its Phillips 66 (PSX) stake by 6.6% in Q2 2026, selling an estimated $141K and leaving 11,587 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #72.

Private Capital Management (Florida) first reported a position in PSX in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Private Capital Management (Florida) held 11,587 shares of Phillips 66 worth $1.96M as of Q2 2026.
  • Private Capital Management (Florida) sold 817 Phillips 66 shares in Q2 2026, an estimated $141K.
  • Phillips 66 made up 0.17% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #72 holding.
  • Private Capital Management (Florida) first reported a position in Phillips 66 in Q3 2022 and has held it in 15 quarters since.
  • Private Capital Management (Florida)'s Phillips 66 position peaked at $2.26M in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.