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IEQ Capital’s Phillips 66 PSX Stock Holding History

IEQ Capital’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 		$44.4M Sell
262,569
-15,039
-5% -$2.59M 0.2% 85
2026
Q1 		$50.6M Buy
277,608
+13,348
+5% +$2.09M 0.23% 78
2025
Q4 		$34.1M Buy
264,260
+77,273
+41% +$10.4M 0.1% 122
2025
Q3 		$25.4M Buy
186,987
+130,738
+232% +$16.7M 0.08% 133
2025
Q2 		$6.71M Buy
56,249
+13,311
+31% +$1.49M 0.04% 342
2025
Q1 		$5.3M Buy
42,938
+18,939
+79% +$2.33M 0.04% 328
2024
Q4 		$2.73M Buy
23,999
+9,124
+61% +$1.16M 0.03% 423
2024
Q3 		$1.96M Sell
14,875
-262
-2% -$35.4K 0.02% 380
2024
Q2 		$2.14M Buy
15,137
+1,215
+9% +$180K 0.03% 324
2024
Q1 		$2.27M Buy
13,922
+1,261
+10% +$182K 0.03% 300
2023
Q4 		$1.69M Buy
12,661
+2,124
+20% +$254K 0.03% 320
2023
Q3 		$1.27M Buy
10,537
+530
+5% +$59.5K 0.03% 346
2023
Q2 		$954K Sell
10,007
-292
-3% -$28.4K 0.02% 403
2023
Q1 		$1.04M Sell
10,299
-683
-6% -$69.4K 0.02% 378
2022
Q4 		$1.14M Buy
10,982
+1,615
+17% +$165K 0.03% 338
2022
Q3 		$756K Buy
9,367
+1,438
+18% +$123K 0.02% 435
2022
Q2 		$650K Buy
7,929
+963
+14% +$89.1K 0.02% 412
2022
Q1 		$602K Buy
6,966
+889
+15% +$74.8K 0.01% 451
2021
Q4 		$440K Sell
6,077
-760
-11% -$57.4K 0.01% 501
2021
Q3 		$478K Buy
6,837
+3,637
+114% +$263K 0.01% 443
2021
Q2 		$275K Buy
+3,200
New +$270K 0.01% 487
2020
Q1 		– Sell
-3,833
Closed -$426K – 417
2019
Q4 		$426K Buy
+3,833
New +$431K 0.04% 241

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

IEQ Capital's PSX Position: Q2 2026 in Review

IEQ Capital reduced its Phillips 66 (PSX) stake by 5.4% in Q2 2026, selling an estimated $2.59M and leaving 262,569 shares worth $44.4M. The position accounts for 0.2% of the portfolio, ranked #85.

IEQ Capital first reported a position in PSX in Q4 2019 and has held it in 22 quarters since. The position peaked at $50.6M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • IEQ Capital held 262,569 shares of Phillips 66 worth $44.4M as of Q2 2026.
  • IEQ Capital sold 15,039 Phillips 66 shares in Q2 2026, an estimated $2.59M.
  • Phillips 66 made up 0.2% of IEQ Capital's portfolio in Q2 2026, its #85 holding.
  • IEQ Capital first reported a position in Phillips 66 in Q4 2019 and has held it in 22 quarters since.
  • IEQ Capital's Phillips 66 position peaked at $50.6M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.