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55 North Private Wealth’s Phillips 66 PSX Stock Holding History

55 North Private Wealth’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 		$418K Buy
2,472
+55
+2% +$9.47K 0.08% 116
2026
Q1 		$440K Sell
2,417
-812
-25% -$127K 0.11% 89
2025
Q4 		$417K Buy
+3,229
New +$435K 0.11% 91

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

55 North Private Wealth's PSX Position: Q2 2026 in Review

55 North Private Wealth increased its Phillips 66 (PSX) stake by 2.3% in Q2 2026, buying an estimated $9.47K and bringing the position to 2,472 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #116.

55 North Private Wealth first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 2,092 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • 55 North Private Wealth held 2,472 shares of Phillips 66 worth $418K as of Q2 2026.
  • 55 North Private Wealth bought 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
  • Phillips 66 made up 0.08% of 55 North Private Wealth's portfolio in Q2 2026, its #116 holding.
  • 55 North Private Wealth first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's Phillips 66 position peaked at $440K in Q1 2026.
  • 2,092 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.