EH
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Equitable Holdings’s Phillips 66 PSX Stock Holding History

Equitable Holdings’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 		$3.55M Sell
20,976
-8,538
-29% -$1.47M 0.02% 556
2026
Q1 		$4.42M Buy
29,514
+13,285
+82% +$2.08M 0.03% 472
2025
Q4 		$2.09M Buy
16,229
+2,784
+21% +$375K 0.01% 625
2025
Q3 		$1.83M Buy
13,445
+17
+0.1% +$2.18K 0.01% 645
2025
Q2 		$1.6M Buy
13,428
+1,378
+11% +$154K 0.01% 646
2025
Q1 		$1.49M Buy
12,050
+1,033
+9% +$127K 0.01% 596
2024
Q4 		$1.26M Buy
11,017
+1,386
+14% +$176K 0.01% 610
2024
Q3 		$1.27M Buy
9,631
+24
+0.2% +$3.24K 0.01% 610
2024
Q2 		$1.36M Buy
9,607
+251
+3% +$37.2K 0.01% 574
2024
Q1 		$1.53M Buy
9,356
+625
+7% +$90.1K 0.02% 518
2023
Q4 		$1.16M Buy
8,731
+758
+10% +$90.6K 0.01% 545
2023
Q3 		$958K Buy
7,973
+1,012
+15% +$114K 0.01% 548
2023
Q2 		$664K Buy
6,961
+1,336
+24% +$130K 0.01% 620
2023
Q1 		$570K Sell
5,625
-141
-2% -$14.3K 0.01% 619
2022
Q4 		$600K Sell
5,766
-207
-3% -$21.2K 0.01% 569
2022
Q3 		$482K Buy
5,973
+1,138
+24% +$97K 0.01% 563
2022
Q2 		$396K Buy
4,835
+40
+0.8% +$3.7K 0.01% 616
2022
Q1 		$414K Buy
4,795
+700
+17% +$58.9K 0.01% 623
2021
Q4 		$297K Buy
4,095
+59
+1% +$4.46K ﹤0.01% 703
2021
Q3 		$283K Buy
4,036
+887
+28% +$64.2K ﹤0.01% 692
2021
Q2 		$270K Sell
3,149
-37
-1% -$3.12K ﹤0.01% 696
2021
Q1 		$260K Sell
3,186
-845
-21% -$66.3K 0.01% 651
2020
Q4 		$282K Buy
+4,031
New +$237K 0.01% 578
2020
Q3 		– Sell
-3,540
Closed -$255K – 648
2020
Q2 		$255K Buy
+3,540
New +$251K 0.01% 541
2020
Q1 		– Sell
-2,754
Closed -$307K – 621
2019
Q4 		$307K Buy
+2,754
New +$309K 0.01% 492

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

Equitable Holdings's PSX Position: Q2 2026 in Review

Equitable Holdings reduced its Phillips 66 (PSX) stake by 29% in Q2 2026, selling an estimated $1.47M and leaving 20,976 shares worth $3.55M. The position accounts for 0.02% of the portfolio, ranked #556.

Equitable Holdings first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.42M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Equitable Holdings held 20,976 shares of Phillips 66 worth $3.55M as of Q2 2026.
  • Equitable Holdings sold 8,538 Phillips 66 shares in Q2 2026, an estimated $1.47M.
  • Phillips 66 made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #556 holding.
  • Equitable Holdings first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • Equitable Holdings's Phillips 66 position peaked at $4.42M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.