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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
Q2 		$7.19M Sell
42,506
-123
-0.3% -$21.2K 0.15% 83
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 $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

AlTi Global's PSX Position: Q2 2026 in Review

AlTi Global reduced its Phillips 66 (PSX) stake by 0.29% in Q2 2026, selling an estimated $21.2K and leaving 42,506 shares worth $7.19M. The position accounts for 0.15% of the portfolio, ranked #83.

AlTi Global first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.31M in Q4 2023. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • AlTi Global held 42,506 shares of Phillips 66 worth $7.19M as of Q2 2026.
  • AlTi Global sold 123 Phillips 66 shares in Q2 2026, an estimated $21.2K.
  • Phillips 66 made up 0.15% of AlTi Global's portfolio in Q2 2026, its #83 holding.
  • AlTi Global first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Phillips 66 position peaked at $8.31M in Q4 2023.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.