Corient Private Wealth
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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
Q2 		$106M Sell
628,169
-78,579
-11% -$13.5M 0.15% 138
2026
Q1 		$129M Sell
706,748
-17,784
-2% -$2.79M 0.18% 116
2025
Q4 		$93.5M Sell
724,532
-40,092
-5% -$5.4M 0.13% 160
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 $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

Corient Private Wealth's PSX Position: Q2 2026 in Review

Corient Private Wealth reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $13.5M and leaving 628,169 shares worth $106M. The position accounts for 0.15% of the portfolio, ranked #138.

Corient Private Wealth first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $133M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Corient Private Wealth held 628,169 shares of Phillips 66 worth $106M as of Q2 2026.
  • Corient Private Wealth sold 78,579 Phillips 66 shares in Q2 2026, an estimated $13.5M.
  • Phillips 66 made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Corient Private Wealth first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Phillips 66 position peaked at $133M in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.