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Citizens Financial Group’s Phillips 66 PSX Stock Holding History

Citizens Financial Group’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 		$2.15M Buy
12,693
+1,034
+9% +$178K 0.03% 297
2026
Q1 		$2.12M Buy
11,659
+3,421
+42% +$536K 0.03% 273
2025
Q4 		$1.06M Sell
8,238
-3,126
-28% -$421K 0.01% 383
2025
Q3 		$1.55M Buy
11,364
+2,304
+25% +$295K 0.02% 322
2025
Q2 		$1.08M Buy
9,060
+3,226
+55% +$361K 0.02% 337
2025
Q1 		$720K Buy
5,834
+1,587
+37% +$196K 0.01% 361
2024
Q4 		$484K Sell
4,247
-1,651
-28% -$210K 0.01% 397
2024
Q3 		$775K Buy
5,898
+2,206
+60% +$298K 0.02% 329
2024
Q2 		$521K Buy
3,692
+1,497
+68% +$222K 0.01% 368
2024
Q1 		$358K Sell
2,195
-3,038
-58% -$438K 0.01% 313
2023
Q4 		$697K Buy
5,233
+785
+18% +$93.8K 0.02% 244
2023
Q3 		$534K Sell
4,448
-353
-7% -$39.6K 0.02% 235
2023
Q2 		$458K Sell
4,801
-3
-0.1% -$292 0.02% 282
2023
Q1 		$487K Sell
4,804
-1,037
-18% -$105K 0.02% 290
2022
Q4 		$608K Sell
5,841
-1,400
-19% -$143K 0.02% 240
2022
Q3 		$585K Sell
7,241
-2,160
-23% -$184K 0.03% 242
2022
Q2 		$771K Buy
9,401
+169
+2% +$15.6K 0.03% 222
2022
Q1 		$798K Buy
9,232
+155
+2% +$13K 0.03% 231
2021
Q4 		$658K Buy
+9,077
New +$686K 0.02% 257
2020
Q3 		– Sell
-1,969
Closed -$141K – 755
2020
Q2 		$141K Sell
1,969
-7,324
-79% -$519K 0.01% 321
2020
Q1 		$499K Sell
9,293
-73,785
-89% -$6M 0.04% 186
2019
Q4 		$9.26M Buy
83,078
+19,235
+30% +$2.16M 0.62% 54
2019
Q3 		$6.54M Sell
63,843
-973
-2% -$97.5K 0.47% 75
2019
Q2 		$6.06M Sell
64,816
-846
-1% -$75.9K 0.44% 78
2019
Q1 		$6.25M Buy
65,662
+58,981
+883% +$5.61M 0.46% 76
2018
Q4 		$575K Sell
6,681
-225
-3% -$22K 0.05% 139
2018
Q3 		$779K Buy
6,906
+192
+3% +$22.2K 0.06% 129
2018
Q2 		$754K Buy
6,714
+33
+0.5% +$3.71K 0.06% 135
2018
Q1 		$641K Sell
6,681
-402
-6% -$39.1K 0.05% 146
2017
Q4 		$716K Buy
7,083
+1,169
+20% +$111K 0.06% 142
2017
Q3 		$542K Sell
5,914
-167
-3% -$14.1K 0.05% 154
2017
Q2 		$503K Sell
6,081
-744
-11% -$58.4K 0.04% 160
2017
Q1 		$540K Sell
6,825
-6
-0.1% -$483 0.05% 154
2016
Q4 		$589K Sell
6,831
-25
-0.4% -$2.08K 0.06% 148
2016
Q3 		$553K Hold
6,856
– – 0.05% 157
2016
Q2 		$543K Sell
6,856
-400
-6% -$32.7K 0.05% 160
2016
Q1 		$629K Buy
7,256
+468
+7% +$38K 0.06% 150
2015
Q4 		$555K Buy
+6,788
New +$586K 0.05% 158

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

Citizens Financial Group's PSX Position: Q2 2026 in Review

Citizens Financial Group increased its Phillips 66 (PSX) stake by 8.9% in Q2 2026, buying an estimated $178K and bringing the position to 12,693 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #297.

Citizens Financial Group first reported a position in PSX in Q4 2015 and has held it in 38 quarters since. The position peaked at $9.26M in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Citizens Financial Group held 12,693 shares of Phillips 66 worth $2.15M as of Q2 2026.
  • Citizens Financial Group bought 1,034 Phillips 66 shares in Q2 2026, an estimated $178K.
  • Phillips 66 made up 0.03% of Citizens Financial Group's portfolio in Q2 2026, its #297 holding.
  • Citizens Financial Group first reported a position in Phillips 66 in Q4 2015 and has held it in 38 quarters since.
  • Citizens Financial Group's Phillips 66 position peaked at $9.26M in Q4 2019.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.