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Alpine Bank Wealth Management’s Phillips 66 PSX Stock Holding History

Alpine Bank Wealth Management’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 		$14K Buy
+83
New +$14.3K ﹤0.01% 361
2025
Q4 		– Sell
-83
Closed -$11.3K – 332
2025
Q3 		$11.3K Hold
83
– – ﹤0.01% 377
2025
Q2 		$9.9K Hold
83
– – ﹤0.01% 378
2025
Q1 		$10.2K Buy
+83
New +$10.2K ﹤0.01% 377
2024
Q3 		$10.9K Buy
+83
New +$11.2K ﹤0.01% 390

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

Alpine Bank Wealth Management's PSX Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Phillips 66 (PSX) in Q2 2026: 83 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in PSX as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in PSX in Q3 2024 and has held it in 5 quarters since. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Alpine Bank Wealth Management held 83 shares of Phillips 66 worth $14K as of Q2 2026.
  • Phillips 66 was a new Alpine Bank Wealth Management position in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Alpine Bank Wealth Management first reported a position in Phillips 66 in Q3 2024 and has held it in 5 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.