Spinnaker Investment Group’s Phillips 66 PSX Stock Holding History

Spinnaker Investment Group’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	$344K	Buy	+2,036	New	+$350K	0.06%	122
2024 Q2	–	Sell	-3,642	Closed	-$595K	–	88
2024 Q1	$595K	Hold	3,642	–	–	0.17%	47
2023 Q4	$485K	Buy	3,642 +6	+0.2%	+$717	0.15%	54
2023 Q3	$437K	Hold	3,636	–	–	0.15%	55
2023 Q2	$347K	Buy	3,636 +6	+0.2%	+$583	0.11%	62
2023 Q1	$368K	Hold	3,630	–	–	0.13%	61
2022 Q4	$378K	Hold	3,630	–	–	0.13%	59
2022 Q3	$293K	Hold	3,630	–	–	0.11%	66
2022 Q2	$298K	Hold	3,630	–	–	0.12%	62
2022 Q1	$303K	Hold	3,630	–	–	0.1%	68
2021 Q4	$317K	Buy	+3,630	New	+$274K	0.11%	68

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 $3.37T AUM 44.26% 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

Spinnaker Investment Group's PSX Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Phillips 66 (PSX) in Q2 2026: 2,036 shares worth $344K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in PSX as recently as Q1 2024.

Spinnaker Investment Group first reported a position in PSX in Q4 2021 and has held it in 11 quarters since. The position peaked at $595K in Q1 2024. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Spinnaker Investment Group held 2,036 shares of Phillips 66 worth $344K as of Q2 2026.
Phillips 66 was a new Spinnaker Investment Group position in Q2 2026.
Phillips 66 made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #122 holding.
Spinnaker Investment Group first reported a position in Phillips 66 in Q4 2021 and has held it in 11 quarters since.
Spinnaker Investment Group's Phillips 66 position peaked at $595K in Q1 2024.
2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.