NPT
PSX icon

National Philanthropic Trust’s Phillips 66 PSX Stock Holding History

National Philanthropic Trust’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 		$601K Hold
3,557
– – 0.01% 286
2026
Q1 		$648K Hold
3,557
– – 0.01% 249
2025
Q4 		$459K Buy
+3,557
New +$479K ﹤0.01% 282

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

National Philanthropic Trust's PSX Position: Q2 2026 in Review

National Philanthropic Trust held its Phillips 66 (PSX) position steady in Q2 2026 at 3,557 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #286.

National Philanthropic Trust first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $648K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • National Philanthropic Trust held 3,557 shares of Phillips 66 worth $601K as of Q2 2026.
  • National Philanthropic Trust left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #286 holding.
  • National Philanthropic Trust first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • National Philanthropic Trust's Phillips 66 position peaked at $648K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.