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Whalerock Point Partners’s Phillips 66 PSX Stock Holding History

Whalerock Point Partners’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 		$684K Hold
4,044
– – 0.12% 104
2026
Q1 		$737K Hold
4,044
– – 0.14% 89
2025
Q4 		$522K Sell
4,044
-376
-9% -$50.6K 0.1% 115
2025
Q3 		$601K Buy
4,420
+680
+18% +$87.1K 0.12% 92
2025
Q2 		$446K Hold
3,740
– – 0.1% 121
2025
Q1 		$462K Buy
3,740
+250
+7% +$30.8K 0.11% 111
2024
Q4 		$398K Hold
3,490
– – 0.09% 119
2024
Q3 		$459K Hold
3,490
– – 0.11% 112
2024
Q2 		$493K Hold
3,490
– – 0.13% 91
2024
Q1 		$570K Hold
3,490
– – 0.16% 94
2023
Q4 		$465K Buy
3,490
+319
+10% +$38.1K 0.14% 100
2023
Q3 		$381K Hold
3,171
– – 0.13% 104
2023
Q2 		$302K Buy
3,171
+52
+2% +$5.05K 0.1% 121
2023
Q1 		$316K Hold
3,119
– – 0.12% 111
2022
Q4 		$325K Hold
3,119
– – 0.13% 103
2022
Q3 		$252K Hold
3,119
– – 0.11% 116
2022
Q2 		$256K Hold
3,119
– – 0.11% 117
2022
Q1 		$269K Hold
3,119
– – 0.1% 125
2021
Q4 		$226K Hold
3,119
– – 0.08% 140
2021
Q3 		$218K Hold
3,119
– – 0.08% 135
2021
Q2 		$268K Hold
3,119
– – 0.1% 127
2021
Q1 		$254K Hold
3,119
– – 0.11% 116
2020
Q4 		$218K Buy
+3,119
New +$183K 0.1% 124
2020
Q3 		– Sell
-3,119
Closed -$224K – 130
2020
Q2 		$224K Buy
+3,119
New +$221K 0.13% 107
2020
Q1 		– Sell
-3,119
Closed -$347K – 132
2019
Q4 		$347K Hold
3,119
– – 0.18% 102
2019
Q3 		$319K Hold
3,119
– – 0.17% 108
2019
Q2 		$292K Buy
3,119
+580
+23% +$52K 0.17% 111
2019
Q1 		$242K Buy
+2,539
New +$241K 0.16% 116
2018
Q2 		– Sell
-2,289
Closed -$219K – 164
2018
Q1 		$219K Buy
+2,289
New +$223K 0.07% 180

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

Whalerock Point Partners's PSX Position: Q2 2026 in Review

Whalerock Point Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 4,044 shares worth $684K. The position accounts for 0.12% of the portfolio, ranked #104.

Whalerock Point Partners first reported a position in PSX in Q1 2018 and has held it in 29 quarters since. The position peaked at $737K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Whalerock Point Partners held 4,044 shares of Phillips 66 worth $684K as of Q2 2026.
  • Whalerock Point Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.12% of Whalerock Point Partners's portfolio in Q2 2026, its #104 holding.
  • Whalerock Point Partners first reported a position in Phillips 66 in Q1 2018 and has held it in 29 quarters since.
  • Whalerock Point Partners's Phillips 66 position peaked at $737K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.