Texas Capital Bank Wealth Management Services Inc
BankPosition in PSX — Phillips 66
CIK 1802655
Dallas, TX
Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$999,761
+$68,458 QoQ
Shares Held
5,914
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#887
of 2,093 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 20%
Shared 27%
None 53%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $999,761 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,914 | $999,761 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,761 | 5,914 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $931,303 | 5,112 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $570,743 | 4,423 | Shares | Other | 2026-02-09 | |
| 2020-09-30 | $397,612 | 7,670 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||