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Thoroughbred Financial Services’s Phillips 66 PSX Stock Holding History

Thoroughbred Financial 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 		$1.74M Hold
10,266
– – 0.08% 209
2026
Q1 		$1.87M Sell
10,266
-39
-0.4% -$6.11K 0.11% 179
2025
Q4 		$1.33M Buy
10,305
+1,914
+23% +$258K 0.08% 237
2025
Q3 		$1.14M Sell
8,391
-87
-1% -$11.1K 0.07% 250
2025
Q2 		$1.01M Sell
8,478
-3,295
-28% -$369K 0.07% 268
2025
Q1 		$1.45M Buy
11,773
+744
+7% +$91.7K 0.09% 215
2024
Q4 		$1.26M Buy
11,029
+655
+6% +$83.3K 0.08% 242
2024
Q3 		$1.36M Sell
10,374
-9
-0.1% -$1.22K 0.09% 213
2024
Q2 		$1.47M Buy
10,383
+1,848
+22% +$274K 0.1% 198
2024
Q1 		$1.39M Sell
8,535
-2,191
-20% -$316K 0.13% 151
2023
Q4 		$1.43M Hold
10,726
– – 0.12% 179
2023
Q3 		$1.29M Buy
10,726
+2,903
+37% +$326K 0.13% 175
2023
Q2 		$746K Sell
7,823
-17
-0.2% -$1.65K 0.1% 201
2023
Q1 		$794K Sell
7,840
-216
-3% -$22K 0.12% 181
2022
Q4 		$838K Buy
8,056
+404
+5% +$41.3K 0.14% 168
2022
Q3 		$617K Sell
7,652
-17
-0.2% -$1.45K 0.12% 177
2022
Q2 		$628K Buy
7,669
+26
+0.3% +$2.4K 0.12% 182
2022
Q1 		$660K Buy
7,643
+4,713
+161% +$397K 0.11% 194
2021
Q4 		$212K Buy
+2,930
New +$221K 0.04% 317
2020
Q4 		– Sell
-5,984
Closed -$310K – 246
2020
Q3 		$310K Sell
5,984
-1,104
-16% -$67.4K 0.12% 169
2020
Q2 		$510K Sell
7,088
-2,013
-22% -$143K 0.21% 121
2020
Q1 		$488K Sell
9,101
-1,437
-14% -$117K 0.17% 140
2019
Q4 		$1.17M Buy
10,538
+809
+8% +$90.9K 0.39% 76
2019
Q3 		$996K Buy
9,729
+1,185
+14% +$119K 0.38% 85
2019
Q2 		$799K Hold
8,544
– – 0.3% 86
2019
Q1 		$813K Buy
8,544
+382
+5% +$36.3K 0.34% 88
2018
Q4 		$703K Buy
+8,162
New +$797K 0.34% 83

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

Thoroughbred Financial Services's PSX Position: Q2 2026 in Review

Thoroughbred Financial Services held its Phillips 66 (PSX) position steady in Q2 2026 at 10,266 shares worth $1.74M. The position accounts for 0.08% of the portfolio, ranked #209.

Thoroughbred Financial Services first reported a position in PSX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Thoroughbred Financial Services held 10,266 shares of Phillips 66 worth $1.74M as of Q2 2026.
  • Thoroughbred Financial Services left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.08% of Thoroughbred Financial Services's portfolio in Q2 2026, its #209 holding.
  • Thoroughbred Financial Services first reported a position in Phillips 66 in Q4 2018 and has held it in 27 quarters since.
  • Thoroughbred Financial Services's Phillips 66 position peaked at $1.87M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.