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Certuity’s Phillips 66 PSX Stock Holding History

Certuity’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 		$965K Sell
5,706
-21
-0.4% -$3.62K 0.05% 184
2026
Q1 		$1.04M Buy
5,727
+237
+4% +$37.1K 0.07% 159
2025
Q4 		$708K Sell
5,490
-266
-5% -$35.8K 0.04% 203
2025
Q3 		$783K Sell
5,756
-52
-0.9% -$6.66K 0.05% 184
2025
Q2 		$693K Buy
5,808
+4
+0.1% +$448 0.07% 167
2025
Q1 		$717K Sell
5,804
-8
-0.1% -$986 0.08% 150
2024
Q4 		$662K Sell
5,812
-242
-4% -$30.8K 0.07% 149
2024
Q3 		$796K Sell
6,054
-378
-6% -$51K 0.09% 146
2024
Q2 		$908K Buy
6,432
+2,642
+70% +$391K 0.07% 135
2024
Q1 		$619K Sell
3,790
-2,356
-38% -$340K 0.05% 158
2023
Q4 		$818K Buy
+6,146
New +$735K 0.08% 130

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

Certuity's PSX Position: Q2 2026 in Review

Certuity reduced its Phillips 66 (PSX) stake by 0.37% in Q2 2026, selling an estimated $3.62K and leaving 5,706 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #184.

Certuity first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Certuity held 5,706 shares of Phillips 66 worth $965K as of Q2 2026.
  • Certuity sold 21 Phillips 66 shares in Q2 2026, an estimated $3.62K.
  • Phillips 66 made up 0.05% of Certuity's portfolio in Q2 2026, its #184 holding.
  • Certuity first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Certuity's Phillips 66 position peaked at $1.04M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.