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Blue Trust Inc’s Phillips 66 PSX Stock Holding History

Blue Trust Inc’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 		$569K Sell
3,368
-334
-9% -$57.5K 0.01% 440
2026
Q1 		$675K Sell
3,702
-15
-0.4% -$2.35K 0.01% 389
2025
Q4 		$480K Sell
3,717
-124
-3% -$16.7K 0.01% 499
2025
Q3 		$522K Buy
3,841
+205
+6% +$26.3K 0.01% 470
2025
Q2 		$434K Buy
3,636
+65
+2% +$7.28K 0.01% 498
2025
Q1 		$441K Buy
3,571
+18
+0.5% +$2.22K 0.01% 443
2024
Q4 		$405K Sell
3,553
-3,415
-49% -$434K 0.01% 434
2024
Q3 		$984K Buy
6,968
+3,205
+85% +$433K 0.01% 277
2024
Q2 		$615K Buy
3,763
+1,033
+38% +$153K 0.01% 315
2024
Q1 		$446K Sell
2,730
-869
-24% -$125K 0.01% 292
2023
Q4 		$432K Sell
3,599
-368
-9% -$44K 0.01% 269
2023
Q3 		$378K Buy
3,967
+665
+20% +$74.6K 0.01% 301
2023
Q2 		$335K Sell
3,302
-3,006
-48% -$292K 0.01% 290
2023
Q1 		$656K Buy
6,308
+139
+2% +$14.1K 0.01% 234
2022
Q4 		$498K Buy
6,169
+1,943
+46% +$199K 0.01% 256
2022
Q3 		$346K Buy
4,226
+824
+24% +$70.2K 0.01% 252
2022
Q2 		$294K Buy
+3,402
New +$315K ﹤0.01% 262

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

Blue Trust Inc's PSX Position: Q2 2026 in Review

Blue Trust Inc reduced its Phillips 66 (PSX) stake by 9% in Q2 2026, selling an estimated $57.5K and leaving 3,368 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #440.

Blue Trust Inc first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $984K in Q3 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Blue Trust Inc held 3,368 shares of Phillips 66 worth $569K as of Q2 2026.
  • Blue Trust Inc sold 334 Phillips 66 shares in Q2 2026, an estimated $57.5K.
  • Phillips 66 made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #440 holding.
  • Blue Trust Inc first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Phillips 66 position peaked at $984K in Q3 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.