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GW&K Investment Management’s Phillips 66 PSX Stock Holding History

GW&K Investment Management’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 		$78K Buy
464
+136
+41% +$23.4K ﹤0.01% 512
2026
Q1 		$60K Buy
328
+5
+2% +$784 ﹤0.01% 531
2025
Q4 		$42K Sell
323
-5
-2% -$673 ﹤0.01% 587
2025
Q3 		$45K Buy
328
+9
+3% +$1.15K ﹤0.01% 550
2025
Q2 		$38K Buy
319
+80
+33% +$8.96K ﹤0.01% 554
2025
Q1 		$30K Buy
239
+37
+18% +$4.56K ﹤0.01% 569
2024
Q4 		$23K Buy
202
+13
+7% +$1.65K ﹤0.01% 593
2024
Q3 		$25K Buy
189
+10
+6% +$1.35K ﹤0.01% 572
2024
Q2 		$25K Buy
179
+22
+14% +$3.26K ﹤0.01% 526
2024
Q1 		$26K Sell
157
-6
-4% -$865 ﹤0.01% 500
2023
Q4 		$22K Sell
163
-17
-9% -$2.03K ﹤0.01% 498
2023
Q3 		$22K Buy
180
+6
+3% +$673 ﹤0.01% 473
2023
Q2 		$17K Buy
+174
New +$16.9K ﹤0.01% 497
2022
Q3 		– Sell
-88
Closed -$7K – 731
2022
Q2 		$7K Buy
88
+18
+26% +$1.67K ﹤0.01% 525
2022
Q1 		$6K Buy
+70
New +$5.89K ﹤0.01% 521

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

GW&K Investment Management's PSX Position: Q2 2026 in Review

GW&K Investment Management increased its Phillips 66 (PSX) stake by 41% in Q2 2026, buying an estimated $23.4K and bringing the position to 464 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

GW&K Investment Management first reported a position in PSX in Q1 2022 and has held it in 15 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • GW&K Investment Management held 464 shares of Phillips 66 worth $78K as of Q2 2026.
  • GW&K Investment Management bought 136 Phillips 66 shares in Q2 2026, an estimated $23.4K.
  • Phillips 66 made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #512 holding.
  • GW&K Investment Management first reported a position in Phillips 66 in Q1 2022 and has held it in 15 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.