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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waterloo Capital's PSX Position: Q1 2026 in Review

Waterloo Capital increased its Phillips 66 (PSX) stake by 7.5% in Q1 2026, buying an estimated $35.1K and bringing the position to 3,222 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #281.

Waterloo Capital first reported a position in PSX in Q1 2024 and has held it in 6 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Waterloo Capital held 3,222 shares of Phillips 66 worth $587K as of Q1 2026.
  • Waterloo Capital bought 224 Phillips 66 shares in Q1 2026, an estimated $35.1K.
  • Phillips 66 made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #281 holding.
  • Waterloo Capital first reported a position in Phillips 66 in Q1 2024 and has held it in 6 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.