TC
PSX icon

Truvestments Capital’s Phillips 66 PSX Stock Holding History

Truvestments Capital’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 		$57.5K Buy
340
+169
+99% +$29.1K 0.01% 503
2026
Q1 		$31.2K Hold
171
– – 0.01% 568
2025
Q4 		$22.1K Hold
171
– – ﹤0.01% 574
2025
Q3 		$23.3K Buy
171
+53
+45% +$6.79K ﹤0.01% 566
2025
Q2 		$14.1K Sell
118
-177
-60% -$19.8K ﹤0.01% 599
2025
Q1 		$36.4K Sell
295
-30
-9% -$3.7K 0.01% 455
2024
Q4 		$37.1K Buy
325
+207
+175% +$26.3K 0.01% 418
2024
Q3 		$15.5K Buy
+118
New +$15.9K ﹤0.01% 526
2024
Q2 		– Sell
-118
Closed -$19.3K – 565
2024
Q1 		$19.3K Hold
118
– – 0.01% 441
2023
Q4 		$15.7K Hold
118
– – 0.01% 475
2023
Q3 		$14.2K Hold
118
– – 0.01% 419
2023
Q2 		$11.3K Hold
118
– – 0.01% 441
2023
Q1 		$12K Sell
118
-28
-19% -$2.85K 0.01% 421
2022
Q4 		$15.2K Buy
146
+28
+24% +$2.86K 0.01% 414
2022
Q3 		$10K Hold
118
– – 0.01% 411
2022
Q2 		$10K Buy
+118
New +$10.9K 0.01% 415
2022
Q1 		– Sell
-118
Closed -$9K – 447
2021
Q4 		$9K Hold
118
– – ﹤0.01% 410
2021
Q3 		$8K Sell
118
-12
-9% -$869 ﹤0.01% 407
2021
Q2 		$11K Sell
130
-106
-45% -$8.95K 0.01% 382
2021
Q1 		$20K Buy
236
+118
+100% +$9.26K 0.01% 373
2020
Q4 		$8K Hold
118
– – 0.01% 458
2020
Q3 		$6K Hold
118
– – 0.01% 271
2020
Q2 		$8K Hold
118
– – 0.01% 407
2020
Q1 		$6K Buy
+118
New +$9.6K 0.01% 404
2019
Q4 		– Sell
-514
Closed -$53K – 465
2019
Q3 		$53K Hold
514
– – 0.03% 256
2019
Q2 		$48K Hold
514
– – 0.03% 288
2019
Q1 		$49K Buy
+514
New +$48.9K 0.04% 277
2018
Q3 		$159K Buy
+1,407
New +$163K 0.08% 195

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

Truvestments Capital's PSX Position: Q2 2026 in Review

Truvestments Capital increased its Phillips 66 (PSX) stake by 99% in Q2 2026, buying an estimated $29.1K and bringing the position to 340 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #503.

Truvestments Capital first reported a position in PSX in Q3 2018 and has held it in 28 quarters since. The position peaked at $159K in Q3 2018. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Truvestments Capital held 340 shares of Phillips 66 worth $57.5K as of Q2 2026.
  • Truvestments Capital bought 169 Phillips 66 shares in Q2 2026, an estimated $29.1K.
  • Phillips 66 made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #503 holding.
  • Truvestments Capital first reported a position in Phillips 66 in Q3 2018 and has held it in 28 quarters since.
  • Truvestments Capital's Phillips 66 position peaked at $159K in Q3 2018.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.