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AlTi Global’s Phillips 66 PSX Stock Holding History

AlTi Global’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
Q1 		$7.31M Hold
42,629
– – 0.16% 70
2025
Q4 		$5.5M Sell
42,629
-5,024
-11% -$676K 0.12% 91
2025
Q3 		$6.48M Buy
47,653
+3,024
+7% +$387K 0.15% 84
2025
Q2 		$5.56M Buy
44,629
+2,397
+6% +$269K 0.14% 93
2025
Q1 		$5.21M Sell
42,232
-20,594
-33% -$2.54M 0.14% 89
2024
Q4 		$7.36M Buy
62,826
+59,971
+2,101% +$7.63M 0.18% 68
2024
Q3 		$375K Buy
2,855
+3
+0.1% +$405 0.01% 300
2024
Q2 		$403K Buy
2,852
+66
+2% +$9.77K 0.01% 281
2024
Q1 		$455K Sell
2,786
-59,624
-96% -$8.59M 0.01% 261
2023
Q4 		$8.31M Buy
+62,410
New +$7.46M 0.25% 55

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AlTi Global's PSX Position: Q1 2026 in Review

AlTi Global held its Phillips 66 (PSX) position steady in Q1 2026 at 42,629 shares worth $7.31M. The position accounts for 0.16% of the portfolio, ranked #70.

AlTi Global first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.31M in Q4 2023. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • AlTi Global held 42,629 shares of Phillips 66 worth $7.31M as of Q1 2026.
  • AlTi Global left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.16% of AlTi Global's portfolio in Q1 2026, its #70 holding.
  • AlTi Global first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's Phillips 66 position peaked at $8.31M in Q4 2023.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.