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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighMark Wealth Management's PSX Position: Q1 2026 in Review

HighMark Wealth Management opened a new position in Phillips 66 (PSX) in Q1 2026: 34 shares worth $6.19K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: HighMark Wealth Management previously reported a position in PSX as recently as Q2 2025.

HighMark Wealth Management first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $17K in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • HighMark Wealth Management held 34 shares of Phillips 66 worth $6.19K as of Q1 2026.
  • Phillips 66 was a new HighMark Wealth Management position in Q1 2026.
  • Phillips 66 made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #355 holding.
  • HighMark Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
  • HighMark Wealth Management's Phillips 66 position peaked at $17K in Q4 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.