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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Cresset Asset Management's PSX Position: Q1 2026 in Review

Cresset Asset Management reduced its Phillips 66 (PSX) stake by 8.7% in Q1 2026, selling an estimated $262K and leaving 17,654 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #454.

Cresset Asset Management first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.89M in Q2 2024. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Cresset Asset Management held 17,654 shares of Phillips 66 worth $3.22M as of Q1 2026.
  • Cresset Asset Management sold 1,673 Phillips 66 shares in Q1 2026, an estimated $262K.
  • Phillips 66 made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #454 holding.
  • Cresset Asset Management first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • Cresset Asset Management's Phillips 66 position peaked at $7.89M in Q2 2024.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.