Golden State Equity Partners’s Phillips 66 PSX Stock Holding History

Golden State Equity Partners’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	-4,653	Closed	-$848K	–	1387
2026 Q1	$848K	Buy	4,653 +1,625	+54%	+$255K	0.06%	322
2025 Q4	$391K	Buy	3,028 +1,277	+73%	+$172K	0.06%	337
2025 Q3	$238K	Sell	1,751 -10	-0.6%	-$1.28K	0.04%	396
2025 Q2	$210K	Buy	+1,761	New	+$197K	0.04%	406
2021 Q3	–	Sell	-2,844	Closed	-$244K	–	270
2021 Q2	$244K	Sell	2,844 -5,323	-65%	-$449K	0.09%	210
2021 Q1	$666K	Buy	+8,167	New	+$641K	0.38%	74

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Golden State Equity Partners's PSX Position: Q2 2026 in Review

Golden State Equity Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 4,653 shares — an estimated $848K sold.

Golden State Equity Partners first reported a position in PSX in Q1 2021 and held it in 6 quarters. The position peaked at $848K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Golden State Equity Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 4,653 Phillips 66 shares in Q2 2026, an estimated $848K.
Golden State Equity Partners first reported a position in Phillips 66 in Q1 2021 and held it in 6 quarters.
Golden State Equity Partners's Phillips 66 position peaked at $848K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.