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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
2017
Q1 		– Sell
-3,000
Closed -$259K – 369
2016
Q4 		$259K Hold
3,000
– – 0.02% 306
2016
Q3 		$242K Buy
+3,000
New +$233K 0.02% 315

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

Freestone Capital Holdings's PSX Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Phillips 66 (PSX) stake by 5% in Q1 2026, selling an estimated $31.2K and leaving 3,767 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #297.

Freestone Capital Holdings first reported a position in PSX in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.25M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Freestone Capital Holdings held 3,767 shares of Phillips 66 worth $686K as of Q1 2026.
  • Freestone Capital Holdings sold 199 Phillips 66 shares in Q1 2026, an estimated $31.2K.
  • Phillips 66 made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #297 holding.
  • Freestone Capital Holdings first reported a position in Phillips 66 in Q2 2013 and has held it in 46 quarters since.
  • Freestone Capital Holdings's Phillips 66 position peaked at $1.25M in Q1 2024.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.