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
2022 Q4	–	Sell	-14,000	Closed	-$1.13M	–	140
2022 Q3	$1.13M	Sell	14,000 -19,000	-58%	-$1.62M	0.16%	57
2022 Q2	$2.71M	Buy	+33,000	New	+$3.05M	0.41%	36
2021 Q4	–	Sell	-4,000	Closed	-$280K	–	72
2021 Q3	$280K	Buy	+4,000	New	+$290K	0.04%	73
2021 Q2	–	Sell	-34,400	Closed	-$2.81M	–	73
2021 Q1	$2.81M	Buy	34,400 +30,000	+682%	+$2.35M	0.48%	35
2020 Q4	$308K	Sell	4,400 -14,000	-76%	-$822K	0.06%	51
2020 Q3	$954K	Buy	18,400 +7,500	+69%	+$458K	0.22%	38
2020 Q2	$784K	Buy	10,900 +6,900	+173%	+$489K	0.19%	43
2020 Q1	$215K	Buy	+4,000	New	+$326K	0.07%	48

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.