Catalyst Funds Management’s Phillips 66 PSX Stock Holding History

Catalyst Funds 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	$693K	Buy	4,100 +2,452	+149%	+$422K	0.04%	345
2026 Q1	$300K	Buy	+1,648	New	+$258K	0.05%	353
2025 Q4	–	Sell	-3,600	Closed	-$490K	–	528
2025 Q3	$490K	Buy	+3,600	New	+$461K	0.07%	240
2025 Q1	–	Sell	-3,800	Closed	-$433K	–	562
2024 Q4	$433K	Sell	3,800 -600	-14%	-$76.3K	0.11%	173
2024 Q3	$578K	Buy	4,400 +3,200	+267%	+$432K	0.13%	116
2024 Q2	$169K	Sell	1,200 -31,400	-96%	-$4.65M	0.05%	223
2024 Q1	$5.32M	Buy	+32,600	New	+$4.7M	1.49%	8

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Catalyst Funds Management's PSX Position: Q2 2026 in Review

Catalyst Funds Management increased its Phillips 66 (PSX) stake by 149% in Q2 2026, buying an estimated $422K and bringing the position to 4,100 shares worth $693K. The position accounts for 0.04% of the portfolio, ranked #345.

Catalyst Funds Management first reported a position in PSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Catalyst Funds Management held 4,100 shares of Phillips 66 worth $693K as of Q2 2026.
Catalyst Funds Management bought 2,452 Phillips 66 shares in Q2 2026, an estimated $422K.
Phillips 66 made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #345 holding.
Catalyst Funds Management first reported a position in Phillips 66 in Q1 2024 and has held it in 7 quarters since.
Catalyst Funds Management's Phillips 66 position peaked at $5.32M in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.