Tacita Capital’s Phillips 66 PSX Stock Holding History

Tacita Capital’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	$48.3K	Hold	286	–	–	0.03%	144
2026 Q1	$52.1K	Hold	286	–	–	0.03%	140
2025 Q4	$36.9K	Sell	286 -134	-32%	-$18K	0.02%	157
2025 Q3	$57.1K	Buy	420 +175	+71%	+$22.4K	0.03%	134
2025 Q2	$29.2K	Hold	245	–	–	0.02%	166
2025 Q1	$30.3K	Hold	245	–	–	0.02%	157
2024 Q4	$27.9K	Sell	245 -146	-37%	-$18.6K	0.02%	159
2024 Q3	$51.4K	Hold	391	–	–	0.03%	146
2024 Q2	$55.2K	Buy	+391	New	+$57.9K	0.04%	143
2023 Q1	–	Sell	-170	Closed	-$18K	–	193
2022 Q4	$18K	Hold	170	–	–	0.01%	174
2022 Q3	$14K	Hold	170	–	–	0.01%	175
2022 Q2	$14K	Hold	170	–	–	0.01%	180
2022 Q1	$15K	Buy	+170	New	+$14.3K	0.01%	187

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

Tacita Capital's PSX Position: Q2 2026 in Review

Tacita Capital held its Phillips 66 (PSX) position steady in Q2 2026 at 286 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #144.

Tacita Capital first reported a position in PSX in Q1 2022 and has held it in 13 quarters since. The position peaked at $57.1K in Q3 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Tacita Capital held 286 shares of Phillips 66 worth $48.3K as of Q2 2026.
Tacita Capital left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.03% of Tacita Capital's portfolio in Q2 2026, its #144 holding.
Tacita Capital first reported a position in Phillips 66 in Q1 2022 and has held it in 13 quarters since.
Tacita Capital's Phillips 66 position peaked at $57.1K in Q3 2025.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.