First Western Trust Bank’s Phillips 66 PSX Stock Holding History

First Western Trust Bank’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	$205K	Sell	1,210 -8	-0.7%	-$1.38K	0.01%	214
2026 Q1	$222K	Buy	+1,218	New	+$191K	0.01%	194
2024 Q2	–	Sell	-1,615	Closed	-$264K	–	205
2024 Q1	$264K	Sell	1,615 -2,413	-60%	-$348K	0.01%	171
2023 Q4	$536K	Hold	4,028	–	–	0.03%	121
2023 Q3	$484K	Buy	4,028 +3	+0.1%	+$337	0.03%	120
2023 Q2	$384K	Sell	4,025 -212	-5%	-$20.6K	0.02%	139
2023 Q1	$430K	Sell	4,237 -16	-0.4%	-$1.63K	0.02%	133
2022 Q4	$443K	Buy	+4,253	New	+$435K	0.03%	125

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Western Trust Bank's PSX Position: Q2 2026 in Review

First Western Trust Bank reduced its Phillips 66 (PSX) stake by 0.66% in Q2 2026, selling an estimated $1.38K and leaving 1,210 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #214.

First Western Trust Bank first reported a position in PSX in Q4 2022 and has held it in 8 quarters since. The position peaked at $536K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

First Western Trust Bank held 1,210 shares of Phillips 66 worth $205K as of Q2 2026.
First Western Trust Bank sold 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
Phillips 66 made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #214 holding.
First Western Trust Bank first reported a position in Phillips 66 in Q4 2022 and has held it in 8 quarters since.
First Western Trust Bank's Phillips 66 position peaked at $536K in Q4 2023.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.