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TBH Global Asset Management’s Phillips 66 PSX Stock Holding History

TBH Global Asset Management’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 		$2.7M Sell
15,987
-198
-1% -$34.1K 0.5% 47
2026
Q1 		$2.95M Buy
16,185
+70
+0.4% +$11K 0.59% 40
2025
Q4 		$2.08M Buy
16,115
+508
+3% +$68.4K 0.35% 65
2025
Q3 		$2.12M Sell
15,607
-26
-0.2% -$3.33K 0.41% 60
2025
Q2 		$1.87M Sell
15,633
-819
-5% -$91.8K 0.4% 48
2025
Q1 		$2.03M Buy
16,452
+268
+2% +$33K 0.39% 47
2024
Q4 		$1.84M Sell
16,184
-8
-0% -$1.02K 0.44% 52
2024
Q3 		$2.13M Buy
16,192
+40
+0.2% +$5.4K 0.46% 47
2024
Q2 		$2.28M Sell
16,152
-450
-3% -$66.6K 0.51% 42
2024
Q1 		$2.71M Sell
16,602
-30
-0.2% -$4.32K 0.54% 40
2023
Q4 		$2.21M Buy
16,632
+317
+2% +$37.9K 0.45% 45
2023
Q3 		$1.96M Sell
16,315
-257
-2% -$28.8K 0.38% 49
2023
Q2 		$1.58M Sell
16,572
-33
-0.2% -$3.21K 0.31% 62
2023
Q1 		$1.68M Buy
16,605
+808
+5% +$82.2K 0.36% 58
2022
Q4 		$1.64M Sell
15,797
-993
-6% -$102K 0.4% 52
2022
Q3 		$1.35M Buy
16,790
+42
+0.3% +$3.58K 0.35% 58
2022
Q2 		$1.37M Buy
16,748
+2
+0% +$185 0.33% 61
2022
Q1 		$1.45M Buy
+16,746
New +$1.41M 0.31% 67

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

TBH Global Asset Management's PSX Position: Q2 2026 in Review

TBH Global Asset Management reduced its Phillips 66 (PSX) stake by 1.2% in Q2 2026, selling an estimated $34.1K and leaving 15,987 shares worth $2.7M. The position accounts for 0.5% of the portfolio, ranked #47.

TBH Global Asset Management first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • TBH Global Asset Management held 15,987 shares of Phillips 66 worth $2.7M as of Q2 2026.
  • TBH Global Asset Management sold 198 Phillips 66 shares in Q2 2026, an estimated $34.1K.
  • Phillips 66 made up 0.5% of TBH Global Asset Management's portfolio in Q2 2026, its #47 holding.
  • TBH Global Asset Management first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • TBH Global Asset Management's Phillips 66 position peaked at $2.95M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.