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X-Square Capital’s Phillips 66 PSX Stock Holding History

X-Square 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 		$314K Buy
1,859
+58
+3% +$9.98K 0.08% 150
2026
Q1 		$328K Sell
1,801
-108
-6% -$16.9K 0.11% 143
2025
Q4 		$246K Buy
1,909
+1
+0.1% +$135 0.08% 148
2025
Q3 		$259K Buy
1,908
+3
+0.2% +$384 0.08% 147
2025
Q2 		$227K Sell
1,905
-40
-2% -$4.48K 0.08% 148
2025
Q1 		$240K Sell
1,945
-1
-0.1% -$123 0.1% 141
2024
Q4 		$222K Sell
1,946
-3
-0.2% -$382 0.09% 150
2024
Q3 		$256K Sell
1,949
-31
-2% -$4.19K 0.11% 140
2024
Q2 		$280K Buy
1,980
+24
+1% +$3.55K 0.13% 129
2024
Q1 		$280K Sell
1,956
-151
-7% -$21.8K 0.13% 126
2023
Q4 		$280K Sell
2,107
-17,449
-89% -$2.09M 0.15% 132
2023
Q3 		$1.68M Hold
19,556
– – 1.13% 27
2023
Q2 		$1.68M Buy
19,556
+17,012
+669% +$1.65M 1.13% 27
2023
Q1 		$258K Buy
2,544
+22
+0.9% +$2.24K 0.15% 127
2022
Q4 		$262K Buy
2,522
+13
+0.5% +$1.33K 0.15% 130
2022
Q3 		$202K Buy
2,509
+31
+1% +$2.64K 0.13% 132
2022
Q2 		$203K Buy
2,478
+121
+5% +$11.2K 0.12% 136
2022
Q1 		$204K Buy
+2,357
New +$198K 0.11% 137
2021
Q4 		– Sell
-8,915
Closed -$624K – 156
2021
Q3 		$624K Buy
8,915
+711
+9% +$51.5K 0.32% 85
2021
Q2 		$704K Buy
8,204
+2,323
+40% +$196K 0.33% 78
2021
Q1 		$480K Hold
5,881
– – 0.22% 89
2020
Q4 		$411K Buy
+5,881
New +$345K 0.22% 83
2020
Q3 		– Sell
-2,869
Closed -$206K – 104
2020
Q2 		$206K Buy
+2,869
New +$203K 0.15% 82
2018
Q4 		– Sell
-9,247
Closed -$1.04M – 73
2018
Q3 		$1.04M Buy
9,247
+6
+0.1% +$694 0.69% 35
2018
Q2 		$1.04M Buy
9,241
+24
+0.3% +$2.7K 0.78% 29
2018
Q1 		$884K Buy
9,217
+69
+0.8% +$6.72K 0.93% 32
2017
Q4 		$925K Buy
+9,148
New +$870K 0.97% 36

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

X-Square Capital's PSX Position: Q2 2026 in Review

X-Square Capital increased its Phillips 66 (PSX) stake by 3.2% in Q2 2026, buying an estimated $9.98K and bringing the position to 1,859 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #150.

X-Square Capital first reported a position in PSX in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.68M in Q3 2023. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • X-Square Capital held 1,859 shares of Phillips 66 worth $314K as of Q2 2026.
  • X-Square Capital bought 58 Phillips 66 shares in Q2 2026, an estimated $9.98K.
  • Phillips 66 made up 0.08% of X-Square Capital's portfolio in Q2 2026, its #150 holding.
  • X-Square Capital first reported a position in Phillips 66 in Q4 2017 and has held it in 27 quarters since.
  • X-Square Capital's Phillips 66 position peaked at $1.68M in Q3 2023.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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