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Cornerstone Wealth Management’s Phillips 66 PSX Stock Holding History

Cornerstone Wealth Management’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 		$1.1M Sell
6,490
-12
-0.2% -$2.07K 0.05% 324
2026
Q1 		$1.18M Sell
6,502
-871
-12% -$136K 0.06% 284
2025
Q4 		$951K Buy
7,373
+61
+0.8% +$8.21K 0.05% 298
2025
Q3 		$995K Buy
7,312
+340
+5% +$43.6K 0.05% 283
2025
Q2 		$832K Sell
6,972
-44
-0.6% -$4.93K 0.05% 301
2025
Q1 		$866K Buy
7,016
+16
+0.2% +$1.97K 0.06% 268
2024
Q4 		$798K Buy
7,000
+686
+11% +$87.3K 0.05% 271
2024
Q3 		$830K Sell
6,314
-34
-0.5% -$4.59K 0.06% 249
2024
Q2 		$896K Sell
6,348
-175
-3% -$25.9K 0.07% 220
2024
Q1 		$1.07M Buy
6,523
+28
+0.4% +$4.04K 0.09% 190
2023
Q4 		$865K Buy
6,495
+86
+1% +$10.3K 0.07% 220
2023
Q3 		$770K Sell
6,409
-34
-0.5% -$3.82K 0.07% 230
2023
Q2 		$615K Buy
6,443
+140
+2% +$13.6K 0.05% 264
2023
Q1 		$639K Buy
+6,303
New +$641K 0.06% 243
2022
Q3 		$497K Buy
6,159
+242
+4% +$20.6K 0.06% 254
2022
Q2 		$485K Buy
5,917
+205
+4% +$19K 0.05% 264
2022
Q1 		$493K Sell
5,712
-258
-4% -$21.7K 0.05% 275
2021
Q4 		$429K Buy
5,970
+134
+2% +$10.1K 0.04% 312
2021
Q3 		$409K Buy
5,836
+96
+2% +$6.95K 0.04% 306
2021
Q2 		$493K Buy
5,740
+1,122
+24% +$94.7K 0.05% 286
2021
Q1 		$377K Sell
4,618
-566
-11% -$44.4K 0.04% 311
2020
Q4 		$363K Sell
5,184
-592
-10% -$34.8K 0.05% 299
2020
Q3 		$299K Sell
5,776
-315
-5% -$19.2K 0.04% 305
2020
Q2 		$438K Buy
6,091
+494
+9% +$35K 0.07% 233
2020
Q1 		$300K Buy
5,597
+284
+5% +$23.1K 0.06% 260
2019
Q4 		$592K Sell
5,313
-369
-6% -$41.5K 0.1% 189
2019
Q3 		$582K Sell
5,682
-274
-5% -$27.5K 0.1% 189
2019
Q2 		$552K Sell
5,956
-1,033
-15% -$92.7K 0.1% 200
2019
Q1 		$1.32M Buy
6,989
+1,101
+19% +$105K 0.16% 154
2018
Q4 		$508K Sell
5,888
-575,263
-99% -$56.2M 0.11% 189
2018
Q3 		$6.23M Sell
581,151
-305,879
-34% -$35.4M 0.08% 244
2018
Q2 		$8.02M Buy
887,030
+879,174
+11,191% +$98.8M 0.09% 233
2018
Q1 		$744K Buy
7,856
+1,311
+20% +$128K 0.14% 145
2017
Q4 		$670K Buy
6,545
+319
+5% +$30.3K 0.13% 161
2017
Q3 		$579K Buy
6,226
+165
+3% +$14K 0.12% 173
2017
Q2 		$498K Buy
6,061
+405
+7% +$31.8K 0.11% 180
2017
Q1 		$442K Sell
5,656
-652
-10% -$52.5K 0.11% 187
2016
Q4 		$547K Buy
6,308
+54
+0.9% +$4.49K 0.18% 117
2016
Q3 		$499K Buy
+6,254
New +$486K 0.18% 114

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Phillips 66 (PSX) stake by 0.18% in Q2 2026, selling an estimated $2.07K and leaving 6,490 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #324.

Cornerstone Wealth Management first reported a position in PSX in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.02M in Q2 2018. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cornerstone Wealth Management held 6,490 shares of Phillips 66 worth $1.1M as of Q2 2026.
  • Cornerstone Wealth Management sold 12 Phillips 66 shares in Q2 2026, an estimated $2.07K.
  • Phillips 66 made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Cornerstone Wealth Management first reported a position in Phillips 66 in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Phillips 66 position peaked at $8.02M in Q2 2018.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.