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Tidal Investments’s Phillips 66 PSX Stock Holding History

Tidal Investments’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 		$5.52M Buy
32,674
+11,136
+52% +$1.92M 0.01% 902
2026
Q1 		$3.92M Buy
21,538
+4,887
+29% +$766K 0.01% 888
2025
Q4 		$2.15M Buy
16,651
+1,987
+14% +$267K 0.01% 933
2025
Q3 		$1.99M Sell
14,664
-4,479
-23% -$574K ﹤0.01% 925
2025
Q2 		$2.28M Buy
19,143
+562
+3% +$63K 0.01% 679
2025
Q1 		$2.29M Sell
18,581
-4,335
-19% -$534K 0.02% 639
2024
Q4 		$2.61M Buy
22,916
+1,393
+6% +$177K 0.02% 601
2024
Q3 		$2.83M Buy
21,523
+2,274
+12% +$307K 0.03% 495
2024
Q2 		$2.72M Sell
19,249
-20,669
-52% -$3.06M 0.04% 436
2024
Q1 		$6.51M Sell
39,918
-420
-1% -$60.5K 0.11% 177
2023
Q4 		$5.37M Buy
40,338
+1,734
+4% +$207K 0.13% 136
2023
Q3 		$4.64M Sell
38,604
-2,745
-7% -$308K 0.14% 133
2023
Q2 		$3.94M Buy
41,349
+13,609
+49% +$1.32M 0.12% 165
2023
Q1 		$2.81M Buy
27,740
+5,020
+22% +$510K 0.09% 213
2022
Q4 		$2.37M Buy
22,720
+208
+0.9% +$21.3K 0.09% 244
2022
Q3 		$1.82M Buy
22,512
+3,213
+17% +$274K 0.08% 238
2022
Q2 		$1.58M Buy
19,299
+11,558
+149% +$1.07M 0.06% 278
2022
Q1 		$669K Buy
7,741
+4,053
+110% +$341K 0.02% 564
2021
Q4 		$267K Buy
+3,688
New +$279K 0.01% 795
2020
Q1 		– Sell
-1,982
Closed -$221K – 246
2019
Q4 		$221K Buy
+1,982
New +$223K 0.09% 175

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

Tidal Investments's PSX Position: Q2 2026 in Review

Tidal Investments increased its Phillips 66 (PSX) stake by 52% in Q2 2026, buying an estimated $1.92M and bringing the position to 32,674 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #902.

Tidal Investments first reported a position in PSX in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.51M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tidal Investments held 32,674 shares of Phillips 66 worth $5.52M as of Q2 2026.
  • Tidal Investments bought 11,136 Phillips 66 shares in Q2 2026, an estimated $1.92M.
  • Phillips 66 made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #902 holding.
  • Tidal Investments first reported a position in Phillips 66 in Q4 2019 and has held it in 20 quarters since.
  • Tidal Investments's Phillips 66 position peaked at $6.51M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.