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Cercano Management’s Phillips 66 PSX Stock Holding History

Cercano 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 		$1.59M Hold
9,396
– – 0.21% 58
2026
Q1 		$1.71M Sell
9,396
-1,126
-11% -$176K 0.07% 79
2025
Q4 		$1.36M Buy
+10,522
New +$1.42M 0.05% 81
2025
Q2 		– Sell
-16,290
Closed -$2.01M – 172
2025
Q1 		$2.01M Sell
16,290
-22,669
-58% -$2.79M 0.06% 78
2024
Q4 		$4.44M Buy
+38,959
New +$4.96M 0.11% 82
2023
Q4 		– Sell
-18,500
Closed -$2.22M – 109
2023
Q3 		$2.22M Hold
18,500
– – 0.08% 84
2023
Q2 		$1.76M Buy
+18,500
New +$1.8M 0.06% 84

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

Cercano Management's PSX Position: Q2 2026 in Review

Cercano Management held its Phillips 66 (PSX) position steady in Q2 2026 at 9,396 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #58.

Cercano Management first reported a position in PSX in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.44M in Q4 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cercano Management held 9,396 shares of Phillips 66 worth $1.59M as of Q2 2026.
  • Cercano Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.21% of Cercano Management's portfolio in Q2 2026, its #58 holding.
  • Cercano Management first reported a position in Phillips 66 in Q2 2023 and has held it in 7 quarters since.
  • Cercano Management's Phillips 66 position peaked at $4.44M in Q4 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.