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BTC Capital Management’s Phillips 66 PSX Stock Holding History

BTC Capital 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 		$5.57M Buy
32,961
+7,320
+29% +$1.26M 0.34% 82
2026
Q1 		$4.67M Buy
25,641
+2,184
+9% +$342K 0.32% 90
2025
Q4 		$3.02M Buy
+23,457
New +$3.16M 0.21% 98

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC Capital Management's PSX Position: Q2 2026 in Review

BTC Capital Management increased its Phillips 66 (PSX) stake by 29% in Q2 2026, buying an estimated $1.26M and bringing the position to 32,961 shares worth $5.57M. The position accounts for 0.34% of the portfolio, ranked #82.

BTC Capital Management first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 1,225 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BTC Capital Management held 32,961 shares of Phillips 66 worth $5.57M as of Q2 2026.
  • BTC Capital Management bought 7,320 Phillips 66 shares in Q2 2026, an estimated $1.26M.
  • Phillips 66 made up 0.34% of BTC Capital Management's portfolio in Q2 2026, its #82 holding.
  • BTC Capital Management first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.