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Curated Wealth Partners’s Phillips 66 PSX Stock Holding History

Curated Wealth Partners’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 		$2.32M Buy
970,976
+969,767
+80,212% +$167M 0.3% 57
2026
Q1 		$220K Buy
+1,209
New +$189K 0.03% 200

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Curated Wealth Partners's PSX Position: Q2 2026 in Review

Curated Wealth Partners increased its Phillips 66 (PSX) stake by 80,212% in Q2 2026, buying an estimated $167M and bringing the position to 970,976 shares worth $2.32M. The position accounts for 0.3% of the portfolio, ranked #57.

Curated Wealth Partners first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Curated Wealth Partners held 970,976 shares of Phillips 66 worth $2.32M as of Q2 2026.
  • Curated Wealth Partners bought 969,767 Phillips 66 shares in Q2 2026, an estimated $167M.
  • Phillips 66 made up 0.3% of Curated Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Curated Wealth Partners first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.