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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Capital Management (Florida)'s PSX Position: Q1 2026 in Review

Private Capital Management (Florida) reduced its Phillips 66 (PSX) stake by 7.4% in Q1 2026, selling an estimated $156K and leaving 12,404 shares worth $2.26M. The position accounts for 0.23% of the portfolio, ranked #60.

Private Capital Management (Florida) first reported a position in PSX in Q3 2022 and has held it in 14 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Private Capital Management (Florida) held 12,404 shares of Phillips 66 worth $2.26M as of Q1 2026.
  • Private Capital Management (Florida) sold 998 Phillips 66 shares in Q1 2026, an estimated $156K.
  • Phillips 66 made up 0.23% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #60 holding.
  • Private Capital Management (Florida) first reported a position in Phillips 66 in Q3 2022 and has held it in 14 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.