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Equitable Trust’s Phillips 66 PSX Stock Holding History

Equitable Trust’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
Q1 		$4.07M Buy
22,344
+101
+0.5% +$15.8K 0.19% 99
2025
Q4 		$2.87M Buy
22,243
+311
+1% +$41.9K 0.13% 129
2025
Q3 		$2.98M Buy
21,932
+711
+3% +$91.1K 0.14% 128
2025
Q2 		$2.53M Sell
21,221
-3,787
-15% -$424K 0.13% 137
2025
Q1 		$3.09M Sell
25,008
-321
-1% -$39.6K 0.17% 111
2024
Q4 		$2.89M Buy
25,329
+492
+2% +$62.6K 0.16% 120
2024
Q3 		$3.26M Buy
24,837
+833
+3% +$112K 0.21% 104
2024
Q2 		$3.39M Buy
24,004
+5,041
+27% +$746K 0.23% 90
2024
Q1 		$3.1M Sell
18,963
-6,241
-25% -$899K 0.21% 95
2023
Q4 		$3.36M Buy
25,204
+7,592
+43% +$907K 0.25% 79
2023
Q3 		$2.12M Buy
17,612
+1,998
+13% +$224K 0.17% 108
2023
Q2 		$1.49M Sell
15,614
-1,074
-6% -$104K 0.11% 137
2023
Q1 		$1.69M Buy
16,688
+588
+4% +$59.8K 0.13% 130
2022
Q4 		$1.68M Buy
16,100
+10,464
+186% +$1.07M 0.13% 140
2022
Q3 		$455K Buy
5,636
+901
+19% +$76.8K 0.04% 262
2022
Q2 		$388K Buy
+4,735
New +$438K 0.03% 289
2020
Q1 		– Sell
-1,988
Closed -$221K – 330
2019
Q4 		$221K Sell
1,988
-530
-21% -$59.5K 0.02% 270
2019
Q3 		$258K Buy
2,518
+180
+8% +$18K 0.03% 251
2019
Q2 		$219K Sell
2,338
-426
-15% -$38.2K 0.02% 265
2019
Q1 		$263K Buy
+2,764
New +$263K 0.03% 249
2018
Q4 		– Sell
-2,526
Closed -$285K – 283
2018
Q3 		$285K Buy
2,526
+438
+21% +$50.6K 0.03% 251
2018
Q2 		$234K Buy
+2,088
New +$235K 0.03% 244

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Equitable Trust's PSX Position: Q1 2026 in Review

Equitable Trust increased its Phillips 66 (PSX) stake by 0.45% in Q1 2026, buying an estimated $15.8K and bringing the position to 22,344 shares worth $4.07M. The position accounts for 0.19% of the portfolio, ranked #99.

Equitable Trust first reported a position in PSX in Q2 2018 and has held it in 22 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Equitable Trust held 22,344 shares of Phillips 66 worth $4.07M as of Q1 2026.
  • Equitable Trust bought 101 Phillips 66 shares in Q1 2026, an estimated $15.8K.
  • Phillips 66 made up 0.19% of Equitable Trust's portfolio in Q1 2026, its #99 holding.
  • Equitable Trust first reported a position in Phillips 66 in Q2 2018 and has held it in 22 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.