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 Q3	–	Sell	-33,000	Closed	-$2.71M	–	153
2022 Q2	$2.71M	Buy	+33,000	New	+$3.05M	0.41%	37
2021 Q4	–	Sell	-36,500	Closed	-$2.56M	–	73
2021 Q3	$2.56M	Buy	36,500 +32,500	+813%	+$2.35M	0.38%	40
2021 Q2	$343K	Hold	4,000	–	–	0.05%	63
2021 Q1	$326K	Hold	4,000	–	–	0.06%	60
2020 Q4	$280K	Sell	4,000 -14,000	-78%	-$822K	0.05%	52
2020 Q3	$933K	Buy	18,000 +7,500	+71%	+$458K	0.21%	39
2020 Q2	$755K	Buy	10,500 +6,500	+163%	+$460K	0.19%	44
2020 Q1	$215K	Buy	+4,000	New	+$326K	0.07%	49

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 $3.38T AUM 44.17% 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

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.