Tarbox Family Office’s Phillips 66 PSX Stock Holding History

Tarbox Family Office’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 Q1	$321K	Sell	1,763 -191	-10%	-$29.9K	0.05%	83
2025 Q4	$252K	Sell	1,954 -58	-3%	-$7.81K	0.04%	97
2025 Q3	$274K	Hold	2,012	–	–	0.04%	105
2025 Q2	$240K	Buy	2,012 +21	+1%	+$2.35K	0.04%	108
2025 Q1	$246K	Hold	1,991	–	–	0.04%	105
2024 Q4	$227K	Hold	1,991	–	–	0.04%	104
2024 Q3	$262K	Hold	1,991	–	–	0.04%	102
2024 Q2	$281K	Hold	1,991	–	–	0.05%	90
2024 Q1	$325K	Sell	1,991 -200	-9%	-$28.8K	0.06%	82
2023 Q4	$292K	Hold	2,191	–	–	0.06%	78
2023 Q3	$263K	Hold	2,191	–	–	0.05%	86
2023 Q2	$209K	Hold	2,191	–	–	0.04%	97
2023 Q1	$222K	Hold	2,191	–	–	0.04%	93
2022 Q4	$228K	Buy	+2,191	New	+$224K	0.05%	90
2022 Q2	–	Sell	-2,191	Closed	-$189K	–	767
2022 Q1	$189K	Sell	2,191 -84	-4%	-$7.07K	0.04%	97
2021 Q4	$165K	Sell	2,275 -46	-2%	-$3.48K	0.03%	132
2021 Q3	$163K	Sell	2,321 -4	-0.2%	-$290	0.03%	142
2021 Q2	$200K	Buy	2,325 +250	+12%	+$21.1K	0.04%	137
2021 Q1	$169K	Hold	2,075	–	–	0.03%	128
2020 Q4	$145K	Buy	2,075 +97	+5%	+$5.69K	0.03%	130
2020 Q3	$103K	Sell	1,978 -3	-0.2%	-$183	0.03%	142
2020 Q2	$142K	Sell	1,981 -99	-5%	-$7.01K	0.04%	124
2020 Q1	$112K	Buy	2,080 +53	+3%	+$4.31K	0.04%	128
2019 Q4	$226K	Buy	2,027 +3	+0.1%	+$337	0.06%	105
2019 Q3	$207K	Hold	2,024	–	–	0.06%	88
2019 Q2	$189K	Buy	2,024 +58	+3%	+$5.2K	0.06%	92
2019 Q1	$187K	Hold	1,966	–	–	0.07%	91
2018 Q4	$169K	Sell	1,966 -67	-3%	-$6.55K	0.07%	91
2018 Q3	$229K	Sell	2,033 -544	-21%	-$62.9K	0.08%	86
2018 Q2	$289K	Hold	2,577	–	–	0.11%	63
2018 Q1	$247K	Buy	2,577 +10	+0.4%	+$973	0.1%	75
2017 Q4	$260K	Hold	2,567	–	–	0.1%	64
2017 Q3	$235K	Buy	2,567 +18	+0.7%	+$1.52K	0.1%	68
2017 Q2	$211K	Buy	2,549 +1,750	+219%	+$137K	0.1%	70
2017 Q1	$63K	Hold	799	–	–	0.03%	123
2016 Q4	$69K	Hold	799	–	–	0.04%	94
2016 Q3	$64K	Buy	799 +10	+1%	+$777	0.04%	94
2016 Q2	$63K	Sell	789 -21	-3%	-$1.72K	0.05%	93
2016 Q1	$70K	Sell	810 -18	-2%	-$1.46K	0.05%	89
2015 Q4	$68K	Sell	828 -23	-3%	-$1.99K	0.06%	81
2015 Q3	$65K	Buy	851 +3	+0.4%	+$238	0.06%	83
2015 Q2	$68K	Hold	848	–	–	0.06%	82
2015 Q1	$67K	Hold	848	–	–	0.06%	82
2014 Q4	$61K	Sell	848 -7	-0.8%	-$516	0.06%	86
2014 Q3	$69K	Buy	855 +29	+4%	+$2.41K	0.06%	88
2014 Q2	$66K	Hold	826	–	–	0.06%	89
2014 Q1	$65K	Sell	826 -1	-0.1%	-$76	0.06%	98
2013 Q4	$64K	Buy	+827	New	+$55.2K	0.05%	113

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

Tarbox Family Office's PSX Position: Q1 2026 in Review

Tarbox Family Office reduced its Phillips 66 (PSX) stake by 9.8% in Q1 2026, selling an estimated $29.9K and leaving 1,763 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #83.

Tarbox Family Office first reported a position in PSX in Q4 2013 and has held it in 48 quarters since. The position peaked at $325K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Tarbox Family Office held 1,763 shares of Phillips 66 worth $321K as of Q1 2026.
Tarbox Family Office sold 191 Phillips 66 shares in Q1 2026, an estimated $29.9K.
Phillips 66 made up 0.05% of Tarbox Family Office's portfolio in Q1 2026, its #83 holding.
Tarbox Family Office first reported a position in Phillips 66 in Q4 2013 and has held it in 48 quarters since.
Tarbox Family Office's Phillips 66 position peaked at $325K in Q1 2024.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.