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Bleakley Financial Group’s Phillips 66 PSX Stock Holding History

Bleakley Financial Group’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 		$4.32M Buy
25,546
+10,290
+67% +$1.77M 0.06% 277
2026
Q1 		$2.78M Buy
15,256
+842
+6% +$132K 0.04% 322
2025
Q4 		$1.86M Buy
14,414
+2,017
+16% +$271K 0.03% 369
2025
Q3 		$1.69M Sell
12,397
-805
-6% -$103K 0.04% 327
2025
Q2 		$1.57M Buy
+13,202
New +$1.48M 0.04% 310
2025
Q1 		– Sell
-8,673
Closed -$988K – 869
2024
Q4 		$988K Buy
8,673
+78
+0.9% +$9.92K 0.03% 416
2024
Q3 		$1.13M Sell
8,595
-332
-4% -$44.8K 0.03% 383
2024
Q2 		$1.26M Buy
8,927
+278
+3% +$41.1K 0.04% 369
2024
Q1 		$1.41M Buy
8,649
+407
+5% +$58.7K 0.04% 357
2023
Q4 		$1.1M Buy
8,242
+362
+5% +$43.3K 0.03% 380
2023
Q3 		$947K Sell
7,880
-2,085
-21% -$234K 0.03% 391
2023
Q2 		$950K Buy
9,965
+378
+4% +$36.7K 0.03% 412
2023
Q1 		$972K Sell
9,587
-591
-6% -$60.1K 0.03% 392
2022
Q4 		$1.06M Buy
+10,178
New +$1.04M 0.04% 365

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

Bleakley Financial Group's PSX Position: Q2 2026 in Review

Bleakley Financial Group increased its Phillips 66 (PSX) stake by 67% in Q2 2026, buying an estimated $1.77M and bringing the position to 25,546 shares worth $4.32M. The position accounts for 0.06% of the portfolio, ranked #277.

Bleakley Financial Group first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bleakley Financial Group held 25,546 shares of Phillips 66 worth $4.32M as of Q2 2026.
  • Bleakley Financial Group bought 10,290 Phillips 66 shares in Q2 2026, an estimated $1.77M.
  • Phillips 66 made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #277 holding.
  • Bleakley Financial Group first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.