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Sanibel Captiva Trust Company’s Phillips 66 PSX Stock Holding History

Sanibel Captiva Trust Company’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 		$2M Buy
11,851
+3,760
+46% +$647K 0.05% 200
2026
Q1 		$1.47M Sell
8,091
-851
-10% -$133K 0.04% 209
2025
Q4 		$1.15M Buy
8,942
+177
+2% +$23.8K 0.03% 221
2025
Q3 		$1.19M Buy
8,765
+268
+3% +$34.3K 0.03% 216
2025
Q2 		$1.01M Buy
8,497
+2,608
+44% +$292K 0.03% 225
2025
Q1 		$727K Sell
5,889
-950
-14% -$117K 0.02% 245
2024
Q4 		$779K Sell
6,839
-30
-0.4% -$3.82K 0.02% 239
2024
Q3 		$903K Buy
6,869
+203
+3% +$27.4K 0.03% 227
2024
Q2 		$941K Hold
6,666
– – 0.03% 213
2024
Q1 		$1.09M Sell
6,666
-96
-1% -$13.8K 0.04% 194
2023
Q4 		$900K Buy
+6,762
New +$808K 0.03% 195

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 $3.37T AUM 44.26% 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

Sanibel Captiva Trust Company's PSX Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Phillips 66 (PSX) stake by 46% in Q2 2026, buying an estimated $647K and bringing the position to 11,851 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #200.

Sanibel Captiva Trust Company first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Sanibel Captiva Trust Company held 11,851 shares of Phillips 66 worth $2M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 3,760 Phillips 66 shares in Q2 2026, an estimated $647K.
  • Phillips 66 made up 0.05% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #200 holding.
  • Sanibel Captiva Trust Company first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.