Laird Norton Wetherby Trust Company’s Phillips 66 PSX Stock Holding History

Laird Norton Wetherby Trust Company’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	$3.01M	Sell	17,789 -754	-4%	-$130K	0.06%	245
2026 Q1	$3.38M	Buy	18,543 +11	+0.1%	+$1.72K	0.07%	215
2025 Q4	$2.39M	Buy	+18,532	New	+$2.49M	0.05%	284
2024 Q1	–	Sell	-10,117	Closed	-$1.35M	–	93
2023 Q4	$1.35M	Buy	+10,117	New	+$1.21M	0.16%	48
2022 Q2	–	Sell	-15,287	Closed	-$1.32M	–	173
2022 Q1	$1.32M	Sell	15,287 -84	-0.5%	-$7.07K	0.12%	59
2021 Q4	$1.11M	Sell	15,371 -1,665	-10%	-$126K	0.1%	64
2021 Q3	$1.19M	Buy	+17,036	New	+$1.23M	0.12%	59

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

Laird Norton Wetherby Trust Company's PSX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Phillips 66 (PSX) stake by 4.1% in Q2 2026, selling an estimated $130K and leaving 17,789 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #245.

Laird Norton Wetherby Trust Company first reported a position in PSX in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.38M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Laird Norton Wetherby Trust Company held 17,789 shares of Phillips 66 worth $3.01M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 754 Phillips 66 shares in Q2 2026, an estimated $130K.
Phillips 66 made up 0.06% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #245 holding.
Laird Norton Wetherby Trust Company first reported a position in Phillips 66 in Q3 2021 and has held it in 7 quarters since.
Laird Norton Wetherby Trust Company's Phillips 66 position peaked at $3.38M in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.