Crestmont Private Wealth’s Phillips 66 PSX Stock Holding History

Crestmont Private Wealth’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	$287K	Hold	1,697	–	–	0.08%	87
2026 Q1	$309K	Sell	1,697 -1	-0.1%	-$157	0.1%	81
2025 Q4	$219K	Hold	1,698	–	–	0.07%	87
2025 Q3	$231K	Hold	1,698	–	–	0.08%	80
2025 Q2	$203K	Hold	1,698	–	–	0.07%	80
2025 Q1	$210K	Buy	+1,698	New	+$209K	0.09%	70
2024 Q4	–	Sell	-1,698	Closed	-$223K	–	110
2024 Q3	$223K	Hold	1,698	–	–	0.1%	83
2024 Q2	$240K	Sell	1,698 -49	-3%	-$7.25K	0.12%	68
2024 Q1	$285K	Buy	1,747 +49	+3%	+$7.06K	0.14%	52
2023 Q4	$226K	Sell	1,698 -51	-3%	-$6.1K	0.12%	49
2023 Q3	$210K	Buy	+1,749	New	+$196K	0.13%	47

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Crestmont Private Wealth's PSX Position: Q2 2026 in Review

Crestmont Private Wealth held its Phillips 66 (PSX) position steady in Q2 2026 at 1,697 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #87.

Crestmont Private Wealth first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $309K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Crestmont Private Wealth held 1,697 shares of Phillips 66 worth $287K as of Q2 2026.
Crestmont Private Wealth left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.08% of Crestmont Private Wealth's portfolio in Q2 2026, its #87 holding.
Crestmont Private Wealth first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
Crestmont Private Wealth's Phillips 66 position peaked at $309K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.