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Tradewinds LLC’s Phillips 66 PSX Stock Holding History

Tradewinds LLC’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 		– Sell
-4,838
Closed -$852K – 254
2026
Q1 		$852K Buy
4,838
+52
+1% +$8.15K 0.27% 59
2025
Q4 		$618K Sell
4,786
-277
-5% -$37.3K 0.15% 101
2025
Q3 		$689K Buy
+5,063
New +$649K 0.17% 97
2025
Q2 		– Sell
-5,404
Closed -$667K – 211
2025
Q1 		$667K Sell
5,404
-153
-3% -$18.9K 0.19% 97
2024
Q4 		$720K Sell
5,557
-454
-8% -$57.8K 0.2% 90
2024
Q3 		$790K Sell
6,011
-15
-0.2% -$2.02K 0.24% 85
2024
Q2 		$851K Buy
+6,026
New +$892K 0.26% 73
2023
Q3 		$579K Sell
4,816
-75
-2% -$8.42K 0.34% 49
2023
Q2 		$466K Buy
4,891
+177
+4% +$17.2K 0.27% 65
2023
Q1 		$478K Buy
4,714
+1,826
+63% +$186K 0.29% 65
2022
Q4 		$292K Sell
2,888
-1,824
-39% -$187K 0.19% 91
2022
Q3 		$380K Buy
4,712
+95
+2% +$8.1K 0.28% 69
2022
Q2 		$379K Buy
+4,617
New +$427K 0.26% 75

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

Tradewinds LLC's PSX Position: Q2 2026 in Review

Tradewinds LLC sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 4,838 shares — an estimated $852K sold.

Tradewinds LLC first reported a position in PSX in Q2 2022 and held it in 13 quarters. The position peaked at $852K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Tradewinds LLC reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Tradewinds LLC sold 4,838 Phillips 66 shares in Q2 2026, an estimated $852K.
  • Tradewinds LLC first reported a position in Phillips 66 in Q2 2022 and held it in 13 quarters.
  • Tradewinds LLC's Phillips 66 position peaked at $852K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.