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Guggenheim Capital’s Phillips 66 PSX Stock Holding History

Guggenheim Capital’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
2014
Q1 		– Sell
-80,000
Closed -$6.17M – 3345
2013
Q4 		$6.17M Buy
+80,000
New +$5.34M 0.02% 996

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 $3.38T AUM 44.17% 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

Guggenheim Capital's PSX Position: Q2 2026 in Review

Guggenheim Capital reduced its Phillips 66 (PSX) stake by 4.3% in Q2 2026, selling an estimated $558K and leaving 72,309 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #247.

Guggenheim Capital first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $92.4M in Q2 2014. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Guggenheim Capital held 72,309 shares of Phillips 66 worth $12.2M as of Q2 2026.
  • Guggenheim Capital sold 3,242 Phillips 66 shares in Q2 2026, an estimated $558K.
  • Phillips 66 made up 0.08% of Guggenheim Capital's portfolio in Q2 2026, its #247 holding.
  • Guggenheim Capital first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Phillips 66 position peaked at $92.4M in Q2 2014.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.