CSP
PSX icon

Cary Street Partners’s Phillips 66 PSX Stock Holding History

Cary Street Partners’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 		$5.74M Sell
33,930
-368
-1% -$63.3K 0.13% 178
2026
Q1 		$6.25M Sell
34,298
-369
-1% -$57.8K 0.15% 145
2025
Q4 		$4.47M Sell
34,667
-333
-1% -$44.8K 0.11% 188
2025
Q3 		$4.76M Sell
35,000
-609
-2% -$78K 0.12% 176
2025
Q2 		$4.25M Sell
35,609
-1,540
-4% -$173K 0.12% 187
2025
Q1 		$4.59M Sell
37,149
-885
-2% -$109K 0.15% 160
2024
Q4 		$4.33M Buy
+38,034
New +$4.84M 0.14% 151

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

Cary Street Partners's PSX Position: Q2 2026 in Review

Cary Street Partners reduced its Phillips 66 (PSX) stake by 1.1% in Q2 2026, selling an estimated $63.3K and leaving 33,930 shares worth $5.74M. The position accounts for 0.13% of the portfolio, ranked #178.

Cary Street Partners first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.25M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cary Street Partners held 33,930 shares of Phillips 66 worth $5.74M as of Q2 2026.
  • Cary Street Partners sold 368 Phillips 66 shares in Q2 2026, an estimated $63.3K.
  • Phillips 66 made up 0.13% of Cary Street Partners's portfolio in Q2 2026, its #178 holding.
  • Cary Street Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Phillips 66 position peaked at $6.25M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.