GenTrust’s Phillips 66 PSX Stock Holding History

GenTrust’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	–	Sell	-3,398	Closed	-$619K	–	282
2026 Q1	$619K	Buy	3,398 +222	+7%	+$34.8K	0.03%	142
2025 Q4	$410K	Buy	+3,176	New	+$427K	0.02%	182

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

GenTrust's PSX Position: Q2 2026 in Review

GenTrust sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 3,398 shares — an estimated $619K sold.

GenTrust first reported a position in PSX in Q4 2025 and held it in 2 quarters. The position peaked at $619K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

GenTrust reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
GenTrust sold 3,398 Phillips 66 shares in Q2 2026, an estimated $619K.
GenTrust first reported a position in Phillips 66 in Q4 2025 and held it in 2 quarters.
GenTrust's Phillips 66 position peaked at $619K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.