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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
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 $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

Cornerstone Wealth Group's PSX Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Phillips 66 (PSX) stake by 3% in Q1 2026, selling an estimated $24.6K and leaving 5,015 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #183.

Cornerstone Wealth Group first reported a position in PSX in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.08M in Q1 2021. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cornerstone Wealth Group held 5,015 shares of Phillips 66 worth $799K as of Q1 2026.
  • Cornerstone Wealth Group sold 157 Phillips 66 shares in Q1 2026, an estimated $24.6K.
  • Phillips 66 made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #183 holding.
  • Cornerstone Wealth Group first reported a position in Phillips 66 in Q4 2020 and has held it in 17 quarters since.
  • Cornerstone Wealth Group's Phillips 66 position peaked at $3.08M in Q1 2021.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.