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HighMark Wealth Management’s Phillips 66 PSX Stock Holding History

HighMark Wealth 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 		$9.47K Buy
56
+22
+65% +$3.79K ﹤0.01% 324
2026
Q1 		$6.19K Buy
+34
New +$5.33K ﹤0.01% 355
2025
Q3 		– Sell
-87
Closed -$10.4K – 659
2025
Q2 		$10.4K Buy
87
+1
+1% +$112 0.01% 305
2025
Q1 		$10.7K Hold
86
– – 0.01% 275
2024
Q4 		$9.77K Buy
86
+1
+1% +$127 0.01% 290
2024
Q3 		$11.2K Buy
85
+1
+1% +$135 0.01% 276
2024
Q2 		$11.9K Buy
84
+11
+15% +$1.63K 0.01% 253
2024
Q1 		$11.9K Buy
73
+1
+1% +$144 0.01% 251
2023
Q4 		$9.63K Hold
72
– – 0.01% 268
2023
Q3 		$8.62K Buy
72
+1
+1% +$112 0.01% 275
2023
Q2 		$6.78K Buy
71
+1
+1% +$97 0.01% 315
2023
Q1 		$7.13K Hold
70
– – 0.01% 346
2022
Q4 		$7.24K Buy
70
+1
+1% +$102 0.01% 299
2022
Q3 		$6K Buy
69
+1
+1% +$85 0.01% 314
2022
Q2 		$6K Hold
68
– – ﹤0.01% 326
2022
Q1 		$6K Buy
68
+1
+1% +$84 ﹤0.01% 345
2021
Q4 		$5K Buy
67
+1
+2% +$76 ﹤0.01% 366
2021
Q3 		$5K Sell
66
-43
-39% -$3.11K ﹤0.01% 370
2021
Q2 		$9K Sell
109
-13
-11% -$1.1K 0.01% 274
2021
Q1 		$10K Sell
122
-31
-20% -$2.43K 0.01% 237
2020
Q4 		$11K Buy
153
+1
+0.7% +$59 0.01% 220
2020
Q3 		$8K Sell
152
-33
-18% -$2.01K 0.01% 257
2020
Q2 		$13K Sell
185
-11
-6% -$779 0.01% 168
2020
Q1 		$10K Buy
196
+39
+25% +$3.17K 0.01% 150
2019
Q4 		$17K Buy
+157
New +$17.6K 0.02% 148

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

HighMark Wealth Management's PSX Position: Q2 2026 in Review

HighMark Wealth Management increased its Phillips 66 (PSX) stake by 65% in Q2 2026, buying an estimated $3.79K and bringing the position to 56 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

HighMark Wealth Management first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $17K in Q4 2019. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HighMark Wealth Management held 56 shares of Phillips 66 worth $9.47K as of Q2 2026.
  • HighMark Wealth Management bought 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
  • Phillips 66 made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #324 holding.
  • HighMark Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • HighMark Wealth Management's Phillips 66 position peaked at $17K in Q4 2019.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.