HighTower Advisors
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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
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

HighTower Advisors's PSX Position: Q1 2026 in Review

HighTower Advisors reduced its Phillips 66 (PSX) stake by 8.9% in Q1 2026, selling an estimated $5.18M and leaving 336,509 shares worth $61.3M. The position accounts for 0.07% of the portfolio, ranked #302.

HighTower Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • HighTower Advisors held 336,509 shares of Phillips 66 worth $61.3M as of Q1 2026.
  • HighTower Advisors sold 33,077 Phillips 66 shares in Q1 2026, an estimated $5.18M.
  • Phillips 66 made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #302 holding.
  • HighTower Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.