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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
2016
Q1 		– Sell
-3,000
Closed -$245K – 364
2015
Q4 		$245K Hold
3,000
– – 0.03% 315
2015
Q3 		$229K Buy
+3,000
New +$238K 0.02% 304

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. 2,103 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.
  • 2,103 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.