Corient Private Wealth
PSX icon

Corient Private Wealth’s Phillips 66 PSX Stock Holding History

Corient Private Wealth’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
Q1 		$129M Sell
706,748
-742,404
-51% -$116M 0.18% 116
2025
Q4 		$185M Buy
1,449,152
+684,528
+90% +$92.1M 0.12% 163
2025
Q3 		$104M Sell
764,624
-2,792
-0.4% -$358K 0.16% 134
2025
Q2 		$91.6M Sell
767,416
-129,568
-14% -$14.5M 0.12% 168
2025
Q1 		$111M Sell
896,984
-38,441
-4% -$4.74M 0.18% 122
2024
Q4 		$107M Sell
935,425
-50,897
-5% -$6.47M 0.18% 124
2024
Q3 		$130M Buy
986,322
+114,174
+13% +$15.4M 0.2% 112
2024
Q2 		$123M Buy
872,148
+60,046
+7% +$8.89M 0.21% 107
2024
Q1 		$133M Buy
812,102
+10,437
+1% +$1.5M 0.24% 97
2023
Q4 		$107M Buy
801,665
+27,315
+4% +$3.26M 0.2% 119
2023
Q3 		$93M Buy
774,350
+21,725
+3% +$2.44M 0.21% 112
2023
Q2 		$71.8M Buy
752,625
+475,841
+172% +$46.3M 0.17% 141
2023
Q1 		$28.1M Buy
276,784
+148,634
+116% +$15.1M 0.08% 253
2022
Q4 		$13.3M Buy
+128,150
New +$13.1M 0.05% 323

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corient Private Wealth's PSX Position: Q1 2026 in Review

Corient Private Wealth reduced its Phillips 66 (PSX) stake by 51% in Q1 2026, selling an estimated $116M and leaving 706,748 shares worth $129M. The position accounts for 0.18% of the portfolio, ranked #116.

Corient Private Wealth first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $185M in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Corient Private Wealth held 706,748 shares of Phillips 66 worth $129M as of Q1 2026.
  • Corient Private Wealth sold 742,404 Phillips 66 shares in Q1 2026, an estimated $116M.
  • Phillips 66 made up 0.18% of Corient Private Wealth's portfolio in Q1 2026, its #116 holding.
  • Corient Private Wealth first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Phillips 66 position peaked at $185M in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.