Tributary Capital Management’s Phillips 66 PSX Stock Holding History

Tributary Capital Management’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	$364K	Hold	2,155	–	–	0.03%	130
2026 Q1	$393K	Sell	2,155 -50	-2%	-$7.83K	0.04%	139
2025 Q4	$285K	Sell	2,205 -40	-2%	-$5.38K	0.03%	159
2025 Q3	$305K	Buy	+2,245	New	+$288K	0.03%	155
2025 Q1	–	Sell	-1,585	Closed	-$181K	–	204
2024 Q4	$181K	Sell	1,585 -75	-5%	-$9.54K	0.01%	160
2024 Q3	$218K	Sell	1,660 -1,090	-40%	-$147K	0.02%	159
2024 Q2	$388K	Sell	2,750 -100	-4%	-$14.8K	0.03%	144
2024 Q1	$466K	Sell	2,850 -1,450	-34%	-$209K	0.04%	134
2023 Q4	$573K	Sell	4,300 -100	-2%	-$12K	0.05%	124
2023 Q3	$529K	Hold	4,400	–	–	0.05%	116
2023 Q2	$420K	Sell	4,400 -100	-2%	-$9.72K	0.04%	148
2023 Q1	$456K	Buy	4,500 +1,000	+29%	+$102K	0.04%	139
2022 Q4	$364K	Hold	3,500	–	–	0.04%	143
2022 Q3	$283K	Sell	3,500 -100	-3%	-$8.52K	0.03%	156
2022 Q2	$295K	Hold	3,600	–	–	0.03%	154
2022 Q1	$311K	Sell	3,600 -200	-5%	-$16.8K	0.02%	214
2021 Q4	$275K	Buy	+3,800	New	+$287K	0.02%	221
2021 Q3	–	Sell	-2,700	Closed	-$232K	–	233
2021 Q2	$232K	Sell	2,700 -50	-2%	-$4.22K	0.02%	226
2021 Q1	$224K	Buy	+2,750	New	+$216K	0.02%	211
2020 Q3	–	Sell	-3,050	Closed	-$219K	–	220
2020 Q2	$219K	Buy	+3,050	New	+$216K	0.02%	203
2020 Q1	–	Sell	-3,300	Closed	-$368K	–	210
2019 Q4	$368K	Sell	3,300 -100	-3%	-$11.2K	0.03%	196
2019 Q3	$348K	Hold	3,400	–	–	0.03%	193
2019 Q2	$318K	Sell	3,400 -200	-6%	-$17.9K	0.02%	199
2019 Q1	$343K	Hold	3,600	–	–	0.02%	196
2018 Q4	$310K	Hold	3,600	–	–	0.03%	196
2018 Q3	$406K	Sell	3,600 -100	-3%	-$11.6K	0.03%	196
2018 Q2	$416K	Sell	3,700 -200	-5%	-$22.5K	0.03%	192
2018 Q1	$374K	Sell	3,900 -500	-11%	-$48.7K	0.03%	184
2017 Q4	$445K	Hold	4,400	–	–	0.04%	189
2017 Q3	$403K	Sell	4,400 -100	-2%	-$8.47K	0.03%	185
2017 Q2	$372K	Sell	4,500 -200	-4%	-$15.7K	0.03%	191
2017 Q1	$372K	Sell	4,700 -300	-6%	-$24.2K	0.04%	191
2016 Q4	$432K	Sell	5,000 -500	-9%	-$41.6K	0.05%	186
2016 Q3	$443K	Sell	5,500 -500	-8%	-$38.9K	0.06%	186
2016 Q2	$476K	Hold	6,000	–	–	0.07%	177
2016 Q1	$520K	Hold	6,000	–	–	0.08%	177
2015 Q4	$491K	Buy	+6,000	New	+$518K	0.08%	182

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tributary Capital Management's PSX Position: Q2 2026 in Review

Tributary Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,155 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #130.

Tributary Capital Management first reported a position in PSX in Q4 2015 and has held it in 37 quarters since. The position peaked at $573K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Tributary Capital Management held 2,155 shares of Phillips 66 worth $364K as of Q2 2026.
Tributary Capital Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.03% of Tributary Capital Management's portfolio in Q2 2026, its #130 holding.
Tributary Capital Management first reported a position in Phillips 66 in Q4 2015 and has held it in 37 quarters since.
Tributary Capital Management's Phillips 66 position peaked at $573K in Q4 2023.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.