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Cresset Asset Management’s Phillips 66 PSX Stock Holding History

Cresset Asset 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
2023
Q3 		– Sell
-70,000
Closed -$6.68M – 1949
2023
Q2 		$6.68M Buy
+70,000
New +$6.8M 0.01% 348

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 $3.38T AUM 44.17% 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

Cresset Asset Management's PSX Position: Q2 2026 in Review

Cresset Asset Management reduced its Phillips 66 (PSX) stake by 6.1% in Q2 2026, selling an estimated $185K and leaving 16,577 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #567.

Cresset Asset Management first reported a position in PSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.89M in Q2 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cresset Asset Management held 16,577 shares of Phillips 66 worth $2.8M as of Q2 2026.
  • Cresset Asset Management sold 1,077 Phillips 66 shares in Q2 2026, an estimated $185K.
  • Phillips 66 made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #567 holding.
  • Cresset Asset Management first reported a position in Phillips 66 in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Phillips 66 position peaked at $7.89M in Q2 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.