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Texas Capital Bank Wealth Management Services’s Phillips 66 PSX Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$1,000K Buy
5,914
+802
+16% +$138K 0.05% 139
2026
Q1 		$931K Buy
5,112
+689
+16% +$108K 0.06% 141
2025
Q4 		$571K Buy
+4,423
New +$595K 0.03% 187
2020
Q4 		– Sell
-7,670
Closed -$398K – 160
2020
Q3 		$398K Buy
+7,670
New +$468K 0.06% 112

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Elliott Investment Management
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

Texas Capital Bank Wealth Management Services's PSX Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 5,914 shares worth $1,000K. The position accounts for 0.05% of the portfolio, ranked #139.

Texas Capital Bank Wealth Management Services first reported a position in PSX in Q3 2020 and has held it in 4 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 5,914 shares of Phillips 66 worth $1,000K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services bought 802 Phillips 66 shares in Q2 2026, an estimated $138K.
  • Phillips 66 made up 0.05% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #139 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Phillips 66 in Q3 2020 and has held it in 4 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.