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Coastal Bridge Advisors’s Phillips 66 PSX Stock Holding History

Coastal Bridge Advisors’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 		$1.24M Buy
7,364
+1,039
+16% +$179K 0.08% 205
2026
Q1 		$1.15M Buy
6,325
+434
+7% +$68K 0.08% 206
2025
Q4 		$760K Buy
5,891
+112
+2% +$15.1K 0.06% 247
2025
Q3 		$786K Sell
5,779
-987
-15% -$126K 0.06% 237
2025
Q2 		$807K Buy
6,766
+44
+0.7% +$4.93K 0.07% 227
2025
Q1 		$830K Buy
+6,722
New +$828K 0.08% 215

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's PSX Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $179K and bringing the position to 7,364 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #205.

Coastal Bridge Advisors first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Coastal Bridge Advisors held 7,364 shares of Phillips 66 worth $1.24M as of Q2 2026.
  • Coastal Bridge Advisors bought 1,039 Phillips 66 shares in Q2 2026, an estimated $179K.
  • Phillips 66 made up 0.08% of Coastal Bridge Advisors's portfolio in Q2 2026, its #205 holding.
  • Coastal Bridge Advisors first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.