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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
Q2 		$361K Sell
2,133
-891
-29% -$153K 0.04% 278
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 $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

Catalyst Financial Partners's PSX Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Phillips 66 (PSX) stake by 29% in Q2 2026, selling an estimated $153K and leaving 2,133 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #278.

Catalyst Financial Partners first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Catalyst Financial Partners held 2,133 shares of Phillips 66 worth $361K as of Q2 2026.
  • Catalyst Financial Partners sold 891 Phillips 66 shares in Q2 2026, an estimated $153K.
  • Phillips 66 made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #278 holding.
  • Catalyst Financial Partners first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • Catalyst Financial Partners's Phillips 66 position peaked at $551K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.