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Brookwood Investment Group’s Phillips 66 PSX Stock Holding History

Brookwood Investment 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 		$264K Sell
1,561
-587
-27% -$101K 0.03% 431
2026
Q1 		$391K Buy
2,148
+500
+30% +$78.3K 0.05% 331
2025
Q4 		$213K Sell
1,648
-812
-33% -$109K 0.03% 472
2025
Q3 		$335K Sell
2,460
-65
-3% -$8.33K 0.04% 353
2025
Q2 		$301K Sell
2,525
-384
-13% -$43K 0.05% 332
2025
Q1 		$359K Buy
+2,909
New +$359K 0.06% 276

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

Brookwood Investment Group's PSX Position: Q2 2026 in Review

Brookwood Investment Group reduced its Phillips 66 (PSX) stake by 27% in Q2 2026, selling an estimated $101K and leaving 1,561 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #431.

Brookwood Investment Group first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Brookwood Investment Group held 1,561 shares of Phillips 66 worth $264K as of Q2 2026.
  • Brookwood Investment Group sold 587 Phillips 66 shares in Q2 2026, an estimated $101K.
  • Phillips 66 made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #431 holding.
  • Brookwood Investment Group first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Phillips 66 position peaked at $391K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.