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Cornerstone Wealth Group’s Phillips 66 PSX Stock Holding History

Cornerstone Wealth 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 		$873K Buy
5,162
+147
+3% +$25.3K 0.05% 180
2026
Q1 		$799K Sell
5,015
-157
-3% -$24.6K 0.05% 183
2025
Q4 		$667K Buy
5,172
+81
+2% +$10.9K 0.05% 181
2025
Q3 		$692K Buy
5,091
+9
+0.2% +$1.15K 0.05% 171
2025
Q2 		$606K Buy
5,082
+126
+3% +$14.1K 0.05% 171
2025
Q1 		$612K Buy
4,956
+84
+2% +$10.4K 0.05% 164
2024
Q4 		$555K Buy
4,872
+120
+3% +$15.3K 0.05% 158
2024
Q3 		$625K Buy
4,752
+12
+0.3% +$1.62K 0.05% 156
2024
Q2 		$669K Buy
4,740
+16
+0.3% +$2.37K 0.06% 145
2024
Q1 		$772K Buy
4,724
+2,460
+109% +$355K 0.07% 134
2023
Q4 		$301K Buy
2,264
+96
+4% +$11.5K 0.04% 122
2023
Q3 		$260K Hold
2,168
– – 0.05% 131
2023
Q2 		$207K Sell
2,168
-505
-19% -$49.1K 0.04% 139
2023
Q1 		$271K Buy
2,673
+449
+20% +$45.7K 0.05% 127
2022
Q4 		$232K Buy
+2,224
New +$227K 0.04% 119
2021
Q3 		– Sell
-41,042
Closed -$2.9M – 159
2021
Q2 		$2.9M Buy
41,042
+1,075
+3% +$90.7K 0.59% 63
2021
Q1 		$3.08M Sell
39,967
-730
-2% -$57.3K 0.63% 62
2020
Q4 		$2.85M Buy
+40,697
New +$2.39M 0.7% 44

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

Cornerstone Wealth Group's PSX Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Phillips 66 (PSX) stake by 2.9% in Q2 2026, buying an estimated $25.3K and bringing the position to 5,162 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #180.

Cornerstone Wealth Group first reported a position in PSX in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.08M in Q1 2021. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cornerstone Wealth Group held 5,162 shares of Phillips 66 worth $873K as of Q2 2026.
  • Cornerstone Wealth Group bought 147 Phillips 66 shares in Q2 2026, an estimated $25.3K.
  • Phillips 66 made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #180 holding.
  • Cornerstone Wealth Group first reported a position in Phillips 66 in Q4 2020 and has held it in 18 quarters since.
  • Cornerstone Wealth Group's Phillips 66 position peaked at $3.08M in Q1 2021.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.