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Harvest Portfolios Group’s Phillips 66 PSX Stock Holding History

Harvest Portfolios Group’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 		$2.37M Buy
14,025
+163
+1% +$28.1K 0.03% 163
2026
Q1 		$2.53M Buy
13,862
+157
+1% +$24.6K 0.04% 167
2025
Q4 		$1.77M Buy
13,705
+8
+0.1% +$1.08K 0.03% 183
2025
Q3 		$1.86M Sell
13,697
-892
-6% -$114K 0.03% 168
2025
Q2 		$1.74M Sell
14,589
-726
-5% -$81.3K 0.04% 158
2025
Q1 		$1.89M Buy
15,315
+1,855
+14% +$229K 0.06% 134
2024
Q4 		$1.53M Buy
13,460
+1,313
+11% +$167K 0.05% 152
2024
Q3 		$1.6M Buy
12,147
+2,063
+20% +$279K 0.05% 133
2024
Q2 		$1.42M Buy
10,084
+189
+2% +$28K 0.05% 136
2024
Q1 		$1.62M Sell
9,895
-3,857
-28% -$556K 0.06% 136
2023
Q4 		$1.83M Sell
13,752
-1,452
-10% -$174K 0.08% 122
2023
Q3 		$1.83M Sell
15,204
-1,710
-10% -$192K 0.09% 119
2023
Q2 		$1.61M Buy
16,914
+550
+3% +$53.5K 0.07% 125
2023
Q1 		$1.66M Sell
16,364
-1,051
-6% -$107K 0.08% 119
2022
Q4 		$1.81M Buy
+17,415
New +$1.78M 0.1% 102

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

Harvest Portfolios Group's PSX Position: Q2 2026 in Review

Harvest Portfolios Group increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 14,025 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #163.

Harvest Portfolios Group first reported a position in PSX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Harvest Portfolios Group held 14,025 shares of Phillips 66 worth $2.37M as of Q2 2026.
  • Harvest Portfolios Group bought 163 Phillips 66 shares in Q2 2026, an estimated $28.1K.
  • Phillips 66 made up 0.03% of Harvest Portfolios Group's portfolio in Q2 2026, its #163 holding.
  • Harvest Portfolios Group first reported a position in Phillips 66 in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's Phillips 66 position peaked at $2.53M in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.