HighTower Advisors’s Phillips 66 PSX Stock Holding History

HighTower Advisors’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
2025 Q1	–	Sell	-5,000	Closed	-$36.8K	–	3985
2024 Q4	$36.8K	Buy	+5,000	New	+$636K	﹤0.01%	3489
2024 Q2	–	Sell	-35,000	Closed	-$207K	–	3866
2024 Q1	$207K	Buy	+35,000	New	+$5.04M	﹤0.01%	2959
2022 Q3	–	Sell	-15,000	Closed	-$1K	–	3348
2022 Q2	$1K	Buy	+15,000	New	+$1.39M	﹤0.01%	3197
2017 Q3	–	Sell	-800	Closed	-$10K	–	2333
2017 Q2	$10K	Sell	800 -100	-11%	-$7.85K	﹤0.01%	2116
2017 Q1	$12K	Buy	+900	New	+$72.5K	﹤0.01%	1999

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors's PSX Position: Q2 2026 in Review

HighTower Advisors increased its Phillips 66 (PSX) stake by 0.28% in Q2 2026, buying an estimated $160K and bringing the position to 337,441 shares worth $57M. The position accounts for 0.05% of the portfolio, ranked #343.

HighTower Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $61.3M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

HighTower Advisors held 337,441 shares of Phillips 66 worth $57M as of Q2 2026.
HighTower Advisors bought 932 Phillips 66 shares in Q2 2026, an estimated $160K.
Phillips 66 made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #343 holding.
HighTower Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Phillips 66 position peaked at $61.3M in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.