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BOK Financial Private Wealth’s Phillips 66 PSX Stock Holding History

BOK Financial Private Wealth’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 		$51.7K Hold
284
– – ﹤0.01% 266
2025
Q4 		$36.6K Buy
+284
New +$38.2K ﹤0.01% 310
2025
Q3 		– Sell
-200
Closed -$23.9K – 422
2025
Q2 		$23.9K Sell
200
-77
-28% -$8.63K ﹤0.01% 307
2025
Q1 		$34.2K Buy
277
+133
+92% +$16.4K ﹤0.01% 289
2024
Q4 		$16.4K Sell
144
-49
-25% -$6.23K ﹤0.01% 344
2024
Q3 		$25.4K Sell
193
-186
-49% -$25.1K ﹤0.01% 322
2024
Q2 		$53.5K Buy
379
+186
+96% +$27.5K ﹤0.01% 250
2024
Q1 		$31.5K Sell
193
-405
-68% -$58.4K ﹤0.01% 296
2023
Q4 		$79.6K Buy
598
+57
+11% +$6.81K 0.01% 210
2023
Q3 		$65K Hold
541
– – 0.01% 212
2023
Q2 		$51.6K Sell
541
-1,500
-73% -$146K ﹤0.01% 225
2023
Q1 		$207K Sell
2,041
-189
-8% -$19.2K 0.02% 158
2022
Q4 		$232K Hold
2,230
– – 0.02% 148
2022
Q3 		$180K Sell
2,230
-90
-4% -$7.67K 0.02% 175
2022
Q2 		$190K Sell
2,320
-3,006
-56% -$278K 0.02% 175
2022
Q1 		$460K Buy
5,326
+1,330
+33% +$112K 0.03% 181
2021
Q4 		$290K Buy
+3,996
New +$302K 0.02% 232

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

BOK Financial Private Wealth's PSX Position: Q1 2026 in Review

BOK Financial Private Wealth held its Phillips 66 (PSX) position steady in Q1 2026 at 284 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

BOK Financial Private Wealth first reported a position in PSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $460K in Q1 2022. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • BOK Financial Private Wealth held 284 shares of Phillips 66 worth $51.7K as of Q1 2026.
  • BOK Financial Private Wealth left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #266 holding.
  • BOK Financial Private Wealth first reported a position in Phillips 66 in Q4 2021 and has held it in 17 quarters since.
  • BOK Financial Private Wealth's Phillips 66 position peaked at $460K in Q1 2022.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.