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Catalyst Financial Partners’s Phillips 66 PSX Stock Holding History

Catalyst Financial 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
Q1 		$551K Buy
3,024
+167
+6% +$26.2K 0.07% 183
2025
Q4 		$369K Buy
2,857
+990
+53% +$133K 0.04% 219
2025
Q3 		$254K Buy
1,867
+132
+8% +$16.9K 0.03% 263
2025
Q2 		$207K Buy
1,735
+38
+2% +$4.26K 0.02% 290
2025
Q1 		$210K Buy
+1,697
New +$209K 0.04% 269
2024
Q4 		– Sell
-1,613
Closed -$212K – 280
2024
Q3 		$212K Buy
1,613
+99
+7% +$13.4K 0.04% 260
2024
Q2 		$214K Buy
1,514
+74
+5% +$11K 0.05% 231
2024
Q1 		$226K Buy
+1,440
New +$208K 0.06% 207

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

Catalyst Financial Partners's PSX Position: Q1 2026 in Review

Catalyst Financial Partners increased its Phillips 66 (PSX) stake by 5.8% in Q1 2026, buying an estimated $26.2K and bringing the position to 3,024 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #183.

Catalyst Financial Partners first reported a position in PSX in Q1 2024 and has held it in 8 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Catalyst Financial Partners held 3,024 shares of Phillips 66 worth $551K as of Q1 2026.
  • Catalyst Financial Partners bought 167 Phillips 66 shares in Q1 2026, an estimated $26.2K.
  • Phillips 66 made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #183 holding.
  • Catalyst Financial Partners first reported a position in Phillips 66 in Q1 2024 and has held it in 8 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.