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Waterloo Capital’s Phillips 66 PSX Stock Holding History

Waterloo 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 		$507K Sell
3,001
-221
-7% -$38K 0.03% 347
2026
Q1 		$587K Buy
3,222
+224
+7% +$35.1K 0.04% 281
2025
Q4 		$387K Sell
2,998
-746
-20% -$100K 0.03% 330
2025
Q3 		$509K Buy
3,744
+1,569
+72% +$201K 0.04% 275
2025
Q2 		$259K Buy
2,175
+318
+17% +$35.6K 0.02% 385
2025
Q1 		$229K Buy
+1,857
New +$229K 0.02% 361
2024
Q2 		– Sell
-2,269
Closed -$371K – 385
2024
Q1 		$371K Buy
+2,269
New +$327K 0.05% 257

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 $3.38T AUM 44.17% 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

Waterloo Capital's PSX Position: Q2 2026 in Review

Waterloo Capital reduced its Phillips 66 (PSX) stake by 6.9% in Q2 2026, selling an estimated $38K and leaving 3,001 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #347.

Waterloo Capital first reported a position in PSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $587K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Waterloo Capital held 3,001 shares of Phillips 66 worth $507K as of Q2 2026.
  • Waterloo Capital sold 221 Phillips 66 shares in Q2 2026, an estimated $38K.
  • Phillips 66 made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #347 holding.
  • Waterloo Capital first reported a position in Phillips 66 in Q1 2024 and has held it in 7 quarters since.
  • Waterloo Capital's Phillips 66 position peaked at $587K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.