McCarter Private Wealth Services’s Phillips 66 PSX Stock Holding History

McCarter Private Wealth Services’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	$872K	Buy	5,161 +133	+3%	+$22.9K	0.3%	81
2026 Q1	$916K	Buy	5,028 +430	+9%	+$67.4K	0.4%	63
2025 Q4	$593K	Buy	4,598 +1,328	+41%	+$179K	0.27%	79
2025 Q3	$445K	Buy	3,270 +60	+2%	+$7.69K	0.23%	87
2025 Q2	$383K	Buy	3,210 +384	+14%	+$43K	0.22%	82
2025 Q1	$349K	Buy	2,826 +280	+11%	+$34.5K	0.23%	74
2024 Q4	$290K	Sell	2,546 -148	-5%	-$18.8K	0.18%	82
2024 Q3	$354K	Buy	+2,694	New	+$364K	0.22%	75

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

McCarter Private Wealth Services's PSX Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Phillips 66 (PSX) stake by 2.6% in Q2 2026, buying an estimated $22.9K and bringing the position to 5,161 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #81.

McCarter Private Wealth Services first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $916K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

McCarter Private Wealth Services held 5,161 shares of Phillips 66 worth $872K as of Q2 2026.
McCarter Private Wealth Services bought 133 Phillips 66 shares in Q2 2026, an estimated $22.9K.
Phillips 66 made up 0.3% of McCarter Private Wealth Services's portfolio in Q2 2026, its #81 holding.
McCarter Private Wealth Services first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Phillips 66 position peaked at $916K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.