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Greenleaf Trust’s Phillips 66 PSX Stock Holding History

Greenleaf Trust’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 		$1.8M Sell
10,645
-313
-3% -$53.9K 0.02% 232
2026
Q1 		$2M Buy
10,958
+1,669
+18% +$262K 0.02% 202
2025
Q4 		$1.2M Buy
9,289
+94
+1% +$12.7K 0.01% 287
2025
Q3 		$1.25M Sell
9,195
-740
-7% -$94.8K 0.01% 273
2025
Q2 		$1.19M Sell
9,935
-1,542
-13% -$173K 0.01% 281
2025
Q1 		$1.42M Buy
11,477
+94
+0.8% +$11.6K 0.01% 250
2024
Q4 		$1.3M Buy
11,383
+30
+0.3% +$3.82K 0.01% 272
2024
Q3 		$1.49M Buy
11,353
+481
+4% +$64.9K 0.01% 246
2024
Q2 		$1.53M Buy
10,872
+110
+1% +$16.3K 0.01% 220
2024
Q1 		$1.76M Buy
10,762
+238
+2% +$34.3K 0.02% 197
2023
Q4 		$1.4M Buy
10,524
+675
+7% +$80.7K 0.02% 229
2023
Q3 		$1.18M Buy
9,849
+817
+9% +$91.7K 0.01% 236
2023
Q2 		$861K Sell
9,032
-267
-3% -$26K 0.01% 314
2023
Q1 		$943K Buy
9,299
+225
+2% +$22.9K 0.01% 290
2022
Q4 		$944K Buy
9,074
+733
+9% +$75K 0.01% 280
2022
Q3 		$673K Buy
8,341
+657
+9% +$56K 0.01% 323
2022
Q2 		$630K Buy
7,684
+649
+9% +$60K 0.01% 331
2022
Q1 		$608K Sell
7,035
-452
-6% -$38K 0.01% 361
2021
Q4 		$543K Buy
7,487
+163
+2% +$12.3K 0.01% 398
2021
Q3 		$513K Buy
7,324
+918
+14% +$66.5K 0.01% 384
2021
Q2 		$550K Buy
6,406
+428
+7% +$36.1K 0.01% 368
2021
Q1 		$487K Buy
5,978
+468
+8% +$36.7K 0.01% 385
2020
Q4 		$385K Buy
5,510
+391
+8% +$23K 0.01% 398
2020
Q3 		$265K Buy
5,119
+1,973
+63% +$120K ﹤0.01% 443
2020
Q2 		$226K Sell
3,146
-1,299
-29% -$92K ﹤0.01% 476
2020
Q1 		$238K Sell
4,445
-2,168
-33% -$176K ﹤0.01% 388
2019
Q4 		$737K Buy
6,613
+258
+4% +$29K 0.01% 211
2019
Q3 		$651K Buy
6,355
+1,347
+27% +$135K 0.01% 233
2019
Q2 		$468K Sell
5,008
-1,175
-19% -$105K 0.01% 292
2019
Q1 		$588K Buy
6,183
+1,046
+20% +$99.4K 0.01% 230
2018
Q4 		$443K Sell
5,137
-730
-12% -$71.3K 0.01% 282
2018
Q3 		$661K Buy
5,867
+323
+6% +$37.3K 0.01% 235
2018
Q2 		$623K Buy
5,544
+1,475
+36% +$166K 0.01% 231
2018
Q1 		$390K Buy
4,069
+735
+22% +$71.5K 0.01% 287
2017
Q4 		$337K Buy
3,334
+81
+2% +$7.7K 0.01% 314
2017
Q3 		$298K Buy
3,253
+135
+4% +$11.4K 0.01% 309
2017
Q2 		$258K Sell
3,118
-1,081
-26% -$84.9K 0.01% 302
2017
Q1 		$333K Sell
4,199
-2,404
-36% -$194K 0.01% 206
2016
Q4 		$571K Buy
6,603
+1,662
+34% +$138K 0.02% 124
2016
Q3 		$398K Buy
4,941
+1,120
+29% +$87.1K 0.01% 131
2016
Q2 		$303K Hold
3,821
– – 0.01% 138
2016
Q1 		$331K Sell
3,821
-662
-15% -$53.8K 0.01% 130
2015
Q4 		$367K Buy
4,483
+265
+6% +$22.9K 0.01% 122
2015
Q3 		$324K Buy
4,218
+377
+10% +$30K 0.01% 133
2015
Q2 		$309K Buy
+3,841
New +$305K 0.01% 127

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

Greenleaf Trust's PSX Position: Q2 2026 in Review

Greenleaf Trust reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $53.9K and leaving 10,645 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #232.

Greenleaf Trust first reported a position in PSX in Q2 2015 and has held it in 45 quarters since. The position peaked at $2M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Greenleaf Trust held 10,645 shares of Phillips 66 worth $1.8M as of Q2 2026.
  • Greenleaf Trust sold 313 Phillips 66 shares in Q2 2026, an estimated $53.9K.
  • Phillips 66 made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #232 holding.
  • Greenleaf Trust first reported a position in Phillips 66 in Q2 2015 and has held it in 45 quarters since.
  • Greenleaf Trust's Phillips 66 position peaked at $2M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.