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Freestone Capital Holdings’s Phillips 66 PSX Stock Holding History

Freestone Capital 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 		$709K Buy
4,193
+426
+11% +$73.3K 0.02% 313
2026
Q1 		$686K Sell
3,767
-199
-5% -$31.2K 0.02% 297
2025
Q4 		$512K Sell
3,966
-148
-4% -$19.9K 0.02% 336
2025
Q3 		$560K Buy
4,114
+344
+9% +$44.1K 0.02% 321
2025
Q2 		$450K Sell
3,770
-18
-0.5% -$2.02K 0.02% 307
2025
Q1 		$468K Sell
3,788
-11
-0.3% -$1.36K 0.02% 290
2024
Q4 		$433K Buy
3,799
+140
+4% +$17.8K 0.02% 303
2024
Q3 		$481K Sell
3,659
-3,962
-52% -$535K 0.02% 294
2024
Q2 		$1.08M Sell
7,621
-2
-0% -$296 0.04% 204
2024
Q1 		$1.25M Buy
7,623
+4,033
+112% +$581K 0.05% 189
2023
Q4 		$478K Sell
3,590
-12
-0.3% -$1.43K 0.02% 276
2023
Q3 		$433K Sell
3,602
-28
-0.8% -$3.14K 0.02% 257
2023
Q2 		$346K Sell
3,630
-97
-3% -$9.43K 0.01% 293
2023
Q1 		$378K Buy
3,727
+37
+1% +$3.76K 0.02% 276
2022
Q4 		$384K Sell
3,690
-163
-4% -$16.7K 0.02% 269
2022
Q3 		$311K Sell
3,853
-203
-5% -$17.3K 0.01% 298
2022
Q2 		$333K Sell
4,056
-608
-13% -$56.2K 0.01% 326
2022
Q1 		$403K Sell
4,664
-100
-2% -$8.41K 0.02% 403
2021
Q4 		$345K Sell
4,764
-11
-0.2% -$831 0.01% 375
2021
Q3 		$334K Buy
4,775
+250
+6% +$18.1K 0.02% 330
2021
Q2 		$388K Buy
4,525
+356
+9% +$30.1K 0.02% 300
2021
Q1 		$340K Hold
4,169
– – 0.02% 308
2020
Q4 		$292K Buy
4,169
+71
+2% +$4.17K 0.02% 295
2020
Q3 		$212K Sell
4,098
-14
-0.3% -$854 0.01% 308
2020
Q2 		$296 Sell
4,112
-16
-0.4% -$1.13K ﹤0.01% 280
2020
Q1 		$221 Buy
4,128
+89
+2% +$7.24K ﹤0.01% 339
2019
Q4 		$450 Buy
4,039
+683
+20% +$76.7K 0.01% 321
2019
Q3 		$344 Buy
3,356
+244
+8% +$24.5K 0.01% 330
2019
Q2 		$291 Buy
3,112
+56
+2% +$5.03K 0.01% 322
2019
Q1 		$291K Sell
3,056
-64
-2% -$6.08K 0.02% 319
2018
Q4 		$269K Buy
3,120
+343
+12% +$33.5K 0.02% 358
2018
Q3 		$313K Sell
2,777
-69
-2% -$7.98K ﹤0.01% 325
2018
Q2 		$320K Buy
2,846
+103
+4% +$11.6K ﹤0.01% 311
2018
Q1 		$263K Sell
2,743
-284
-9% -$27.6K 0.02% 311
2017
Q4 		$306K Sell
3,027
-300
-9% -$28.5K 0.02% 299
2017
Q3 		$305K Sell
3,327
-295
-8% -$25K 0.02% 289
2017
Q2 		$300K Sell
3,622
-3,105
-46% -$244K 0.02% 292
2017
Q1 		$533K Buy
6,727
+353
+6% +$28.4K 0.04% 267
2016
Q4 		$551K Sell
6,374
-238
-4% -$19.8K 0.05% 255
2016
Q3 		$533K Sell
6,612
-16
-0.2% -$1.24K 0.05% 260
2016
Q2 		$526K Buy
6,628
+339
+5% +$27.7K 0.05% 245
2016
Q1 		$545K Sell
6,289
-5,000
-44% -$406K 0.06% 245
2015
Q4 		$923K Hold
11,289
– – 0.1% 183
2015
Q3 		$867K Buy
+11,289
New +$897K 0.09% 170
2014
Q2 		– Sell
-4,807
Closed -$370K – 245
2014
Q1 		$370K Buy
4,807
+131
+3% +$9.97K 0.07% 150
2013
Q4 		$360K Buy
+4,676
New +$312K 0.06% 222
2013
Q3 		– Sell
-3,430
Closed -$202K – 391
2013
Q2 		$202K Buy
+3,430
New +$216K 0.04% 266

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

Freestone Capital Holdings's PSX Position: Q2 2026 in Review

Freestone Capital Holdings increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $73.3K and bringing the position to 4,193 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #313.

Freestone Capital Holdings first reported a position in PSX in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.25M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Freestone Capital Holdings held 4,193 shares of Phillips 66 worth $709K as of Q2 2026.
  • Freestone Capital Holdings bought 426 Phillips 66 shares in Q2 2026, an estimated $73.3K.
  • Phillips 66 made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #313 holding.
  • Freestone Capital Holdings first reported a position in Phillips 66 in Q2 2013 and has held it in 47 quarters since.
  • Freestone Capital Holdings's Phillips 66 position peaked at $1.25M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.