Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Phillips 66 PSX Stock Holding History

Envestnet Portfolio Solutions’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 		$2.77M Buy
16,403
+232
+1% +$39.9K 0.01% 435
2026
Q1 		$2.95M Sell
16,171
-9,640
-37% -$1.51M 0.02% 382
2025
Q4 		$3.33M Sell
25,811
-1,186
-4% -$160K 0.01% 442
2025
Q3 		$3.67M Sell
26,997
-12,504
-32% -$1.6M 0.01% 415
2025
Q2 		$4.71M Sell
39,501
-3,626
-8% -$406K 0.02% 379
2025
Q1 		$5.33M Sell
43,127
-25,783
-37% -$3.18M 0.02% 351
2024
Q4 		$7.85M Sell
68,910
-257
-0.4% -$32.7K 0.03% 296
2024
Q3 		$9.09M Sell
69,167
-4,549
-6% -$614K 0.03% 267
2024
Q2 		$10.4M Sell
73,716
-7,422
-9% -$1.1M 0.04% 228
2024
Q1 		$13.3M Sell
81,138
-1,200
-1% -$173K 0.05% 188
2023
Q4 		$11M Buy
82,338
+2,992
+4% +$358K 0.05% 197
2023
Q3 		$9.53M Buy
+79,346
New +$8.91M 0.05% 192

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

Envestnet Portfolio Solutions's PSX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $39.9K and bringing the position to 16,403 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #435.

Envestnet Portfolio Solutions first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.3M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,403 shares of Phillips 66 worth $2.77M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 232 Phillips 66 shares in Q2 2026, an estimated $39.9K.
  • Phillips 66 made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #435 holding.
  • Envestnet Portfolio Solutions first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Phillips 66 position peaked at $13.3M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.