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Edgestream Partners’s Phillips 66 PSX Stock Holding History

Edgestream 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 		$9.65M Buy
+57,055
New +$9.82M 0.29% 70
2025
Q4 		– Sell
-11,893
Closed -$1.62M – 1108
2025
Q3 		$1.62M Sell
11,893
-29,618
-71% -$3.79M 0.05% 579
2025
Q2 		$4.95M Buy
+41,511
New +$4.65M 0.14% 295
2023
Q4 		– Sell
-11,354
Closed -$1.36M – 1022
2023
Q3 		$1.36M Buy
11,354
+3,663
+48% +$411K 0.11% 296
2023
Q2 		$734K Buy
+7,691
New +$748K 0.07% 438

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

Edgestream Partners's PSX Position: Q2 2026 in Review

Edgestream Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 57,055 shares worth $9.65M. The stake represents 0.29% of the portfolio and ranks #70 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PSX as recently as Q3 2025.

Edgestream Partners first reported a position in PSX in Q2 2023 and has held it in 5 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Edgestream Partners held 57,055 shares of Phillips 66 worth $9.65M as of Q2 2026.
  • Phillips 66 was a new Edgestream Partners position in Q2 2026.
  • Phillips 66 made up 0.29% of Edgestream Partners's portfolio in Q2 2026, its #70 holding.
  • Edgestream Partners first reported a position in Phillips 66 in Q2 2023 and has held it in 5 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.