Focus Partners Wealth
PSX icon

Focus Partners Wealth’s Phillips 66 PSX Stock Holding History

Focus Partners Wealth’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 		$95.8M Buy
566,960
+28,955
+5% +$4.98M 0.1% 204
2026
Q1 		$98M Buy
538,005
+22,096
+4% +$3.46M 0.11% 189
2025
Q4 		$67.9M Buy
515,909
+88,051
+21% +$11.9M 0.08% 234
2025
Q3 		$58.2M Buy
427,858
+22,199
+5% +$2.84M 0.09% 193
2025
Q2 		$48.4M Sell
405,659
-3,497
-0.9% -$392K 0.1% 189
2025
Q1 		$50.5M Buy
409,156
+6,613
+2% +$815K 0.13% 162
2024
Q4 		$45.9M Buy
402,543
+70,919
+21% +$9.02M 0.12% 167
2024
Q3 		$43.6M Sell
331,624
-115,380
-26% -$15.6M 0.14% 158
2024
Q2 		$62.9M Buy
447,004
+356,142
+392% +$52.7M 0.21% 112
2024
Q1 		$14.8M Buy
90,862
+82,949
+1,048% +$12M 0.12% 174
2023
Q4 		$1.05M Buy
+7,913
New +$946K 0.01% 443

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

Focus Partners Wealth's PSX Position: Q2 2026 in Review

Focus Partners Wealth increased its Phillips 66 (PSX) stake by 5.4% in Q2 2026, buying an estimated $4.98M and bringing the position to 566,960 shares worth $95.8M. The position accounts for 0.1% of the portfolio, ranked #204.

Focus Partners Wealth first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $98M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Focus Partners Wealth held 566,960 shares of Phillips 66 worth $95.8M as of Q2 2026.
  • Focus Partners Wealth bought 28,955 Phillips 66 shares in Q2 2026, an estimated $4.98M.
  • Phillips 66 made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #204 holding.
  • Focus Partners Wealth first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Phillips 66 position peaked at $98M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.