CAG
PSX icon

Crestwood Advisors Group’s Phillips 66 PSX Stock Holding History

Crestwood Advisors 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
Q2 		$462K Buy
2,735
+393
+17% +$67.7K 0.01% 522
2026
Q1 		$427K Buy
2,342
+197
+9% +$30.9K 0.01% 471
2025
Q4 		$277K Buy
2,145
+532
+33% +$71.6K ﹤0.01% 548
2025
Q3 		$219K Buy
+1,613
New +$207K ﹤0.01% 535
2017
Q2 		– Sell
-423
Closed -$34K – 369
2017
Q1 		$34K Buy
+423
New +$34.1K ﹤0.01% 310

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's PSX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Phillips 66 (PSX) stake by 17% in Q2 2026, buying an estimated $67.7K and bringing the position to 2,735 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #522.

Crestwood Advisors Group first reported a position in PSX in Q1 2017 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Crestwood Advisors Group held 2,735 shares of Phillips 66 worth $462K as of Q2 2026.
  • Crestwood Advisors Group bought 393 Phillips 66 shares in Q2 2026, an estimated $67.7K.
  • Phillips 66 made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #522 holding.
  • Crestwood Advisors Group first reported a position in Phillips 66 in Q1 2017 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.