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
2022 Q4	–	Sell	-1	Closed	-$1K	–	3474
2022 Q3	$1K	Buy	+1	New	+$85	﹤0.01%	3126
2022 Q1	–	Sell	-100	Closed	-$77K	–	3630
2021 Q4	$77K	Sell	100 -9,900	-99%	-$748K	﹤0.01%	2971
2021 Q3	$81K	Buy	+10,000	New	+$724K	﹤0.01%	2875

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.