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Tidemark’s Phillips 66 PSX Stock Holding History

Tidemark’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 		$5.58K Hold
33
– – ﹤0.01% 584
2026
Q1 		$6.01K Buy
33
+2
+6% +$313 ﹤0.01% 525
2025
Q4 		$4K Hold
31
– – ﹤0.01% 528
2025
Q3 		$4.22K Hold
31
– – ﹤0.01% 542
2025
Q2 		$3.7K Hold
31
– – ﹤0.01% 559
2025
Q1 		$3.83K Hold
31
– – ﹤0.01% 560
2024
Q4 		$3.53K Hold
31
– – ﹤0.01% 551
2024
Q3 		$4.08K Hold
31
– – ﹤0.01% 508
2024
Q2 		$4.38K Hold
31
– – ﹤0.01% 480
2024
Q1 		$5.06K Hold
31
– – ﹤0.01% 513
2023
Q4 		$4.13K Buy
+31
New +$3.71K ﹤0.01% 528

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

Tidemark's PSX Position: Q2 2026 in Review

Tidemark held its Phillips 66 (PSX) position steady in Q2 2026 at 33 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Tidemark first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.01K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tidemark held 33 shares of Phillips 66 worth $5.58K as of Q2 2026.
  • Tidemark left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #584 holding.
  • Tidemark first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Phillips 66 position peaked at $6.01K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.