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Bay Harbor Wealth Management’s Phillips 66 PSX Stock Holding History

Bay Harbor 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 		$12.5K Buy
74
+9
+14% +$1.55K ﹤0.01% 246
2026
Q1 		$11.8K Buy
65
+24
+59% +$3.76K ﹤0.01% 196
2025
Q4 		$5.29K Buy
41
+16
+64% +$2.15K ﹤0.01% 279
2025
Q3 		$3.4K Buy
25
+5
+25% +$641 ﹤0.01% 273
2025
Q2 		$2.39K Buy
20
+10
+100% +$1.12K ﹤0.01% 283
2025
Q1 		$1.23K Buy
+10
New +$1.23K ﹤0.01% 260
2021
Q1 		– Sell
-1
Closed – – 372
2020
Q4 		$0 Buy
+1
New +$59 ﹤0.01% 452

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

Bay Harbor Wealth Management's PSX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Phillips 66 (PSX) stake by 14% in Q2 2026, buying an estimated $1.55K and bringing the position to 74 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Bay Harbor Wealth Management first reported a position in PSX in Q4 2020 and has held it in 7 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bay Harbor Wealth Management held 74 shares of Phillips 66 worth $12.5K as of Q2 2026.
  • Bay Harbor Wealth Management bought 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
  • Phillips 66 made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Bay Harbor Wealth Management first reported a position in Phillips 66 in Q4 2020 and has held it in 7 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.