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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's PSX Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Phillips 66 (PSX) stake by 16% in Q1 2026, buying an estimated $108K and bringing the position to 5,112 shares worth $931K. The position accounts for 0.06% of the portfolio, ranked #141.

Texas Capital Bank Wealth Management Services first reported a position in PSX in Q3 2020 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 5,112 shares of Phillips 66 worth $931K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 689 Phillips 66 shares in Q1 2026, an estimated $108K.
  • Phillips 66 made up 0.06% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #141 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Phillips 66 in Q3 2020 and has held it in 3 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.