Texas Yale Capital Corp’s Phillips 66 PSX Stock Holding History

Texas Yale Capital Corp’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	$7.35M	Hold	40,323	–	–	0.21%	67
2025 Q4	$5.2M	Hold	40,323	–	–	0.16%	95
2025 Q3	$5.48M	Buy	40,323 +375	+0.9%	+$48K	0.17%	87
2025 Q2	$4.77M	Sell	39,948 -750	-2%	-$84K	0.16%	92
2025 Q1	$5.03M	Sell	40,698 -10,325	-20%	-$1.27M	0.21%	82
2024 Q4	$5.81M	Buy	51,023 +210	+0.4%	+$26.7K	0.23%	67
2024 Q3	$6.68M	Buy	50,813 +9,200	+22%	+$1.24M	0.29%	56
2024 Q2	$5.87M	Hold	41,613	–	–	0.28%	60
2024 Q1	$6.8M	Hold	41,613	–	–	0.3%	54
2023 Q4	$5.54M	Hold	41,613	–	–	0.26%	62
2023 Q3	$5M	Hold	41,613	–	–	0.23%	59
2023 Q2	$3.97M	Hold	41,613	–	–	0.19%	82
2023 Q1	$4.22M	Sell	41,613 -30	-0.1%	-$3.05K	0.21%	76
2022 Q4	$4.33M	Hold	41,643	–	–	0.25%	74
2022 Q3	$3.36M	Sell	41,643 -265	-0.6%	-$22.6K	0.22%	85
2022 Q2	$3.44M	Buy	41,908 +265	+0.6%	+$24.5K	0.22%	90
2022 Q1	$3.6M	Buy	+41,643	New	+$3.5M	0.2%	104
2021 Q1	–	Sell	-3,381	Closed	-$236K	–	452
2020 Q4	$236K	Buy	+3,381	New	+$198K	0.02%	394
2020 Q3	–	Sell	-15,456	Closed	-$1.11M	–	418
2020 Q2	$1.11M	Sell	15,456 -6,925	-31%	-$490K	0.09%	199
2020 Q1	$1.2M	Sell	22,381 -175	-0.8%	-$14.2K	0.12%	169
2019 Q4	$2.51M	Hold	22,556	–	–	0.17%	114
2019 Q3	$2.31M	Hold	22,556	–	–	0.17%	120
2019 Q2	$2.11M	Sell	22,556 -22,556	-50%	-$2.02M	0.16%	126
2019 Q1	$4.29M	Buy	45,112 +22,556	+100%	+$2.14M	0.17%	118
2018 Q4	$1.94M	Hold	22,556	–	–	0.18%	111
2018 Q3	$2.54M	Hold	22,556	–	–	0.21%	99
2018 Q2	$2.53M	Hold	22,556	–	–	0.22%	95
2018 Q1	$2.16M	Hold	22,556	–	–	0.19%	105
2017 Q4	$2.28M	Hold	22,556	–	–	0.2%	101
2017 Q3	$2.07M	Hold	22,556	–	–	0.18%	104
2017 Q2	$1.86M	Hold	22,556	–	–	0.16%	112
2017 Q1	$1.79M	Sell	22,556 -625	-3%	-$50.3K	0.16%	115
2016 Q4	$2M	Hold	23,181	–	–	0.19%	103
2016 Q3	$1.87M	Sell	23,181 -625	-3%	-$48.6K	0.18%	110
2016 Q2	$1.89M	Hold	23,806	–	–	0.19%	111
2016 Q1	$2.06M	Sell	23,806 -737	-3%	-$59.9K	0.21%	92
2015 Q4	$2.01M	Hold	24,543	–	–	0.19%	100
2015 Q3	$1.89M	Hold	24,543	–	–	0.18%	105
2015 Q2	$1.98M	Buy	24,543 +6,828	+39%	+$543K	0.16%	114
2015 Q1	$1.39M	Hold	17,715	–	–	0.11%	152
2014 Q4	$1.27M	Buy	17,715 +5,889	+50%	+$434K	0.11%	147
2014 Q3	$962K	Buy	11,826 +744	+7%	+$61.9K	0.09%	165
2014 Q2	$891K	Hold	11,082	–	–	0.11%	165
2014 Q1	$854K	Sell	11,082 -76	-0.7%	-$5.79K	0.12%	153
2013 Q4	$861K	Hold	11,158	–	–	0.13%	134
2013 Q3	$645K	Buy	11,158 +7,075	+173%	+$410K	0.11%	156
2013 Q2	$241K	Buy	+4,083	New	+$257K	0.04%	245

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

Texas Yale Capital Corp's PSX Position: Q1 2026 in Review

Texas Yale Capital Corp held its Phillips 66 (PSX) position steady in Q1 2026 at 40,323 shares worth $7.35M. The position accounts for 0.21% of the portfolio, ranked #67.

Texas Yale Capital Corp first reported a position in PSX in Q2 2013 and has held it in 47 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Texas Yale Capital Corp held 40,323 shares of Phillips 66 worth $7.35M as of Q1 2026.
Texas Yale Capital Corp left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.21% of Texas Yale Capital Corp's portfolio in Q1 2026, its #67 holding.
Texas Yale Capital Corp first reported a position in Phillips 66 in Q2 2013 and has held it in 47 quarters since.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.