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Newbridge Financial Services Group’s Phillips 66 PSX Stock Holding History

Newbridge Financial Services Group’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 		$24.7K Hold
146
– – ﹤0.01% 659
2026
Q1 		$26.6K Buy
146
+75
+106% +$11.8K ﹤0.01% 576
2025
Q4 		$9.16K Buy
+71
New +$9.56K ﹤0.01% 794
2025
Q2 		– Sell
-69
Closed -$8.52K – 1352
2025
Q1 		$8.52K Sell
69
-205
-75% -$25.3K ﹤0.01% 711
2024
Q4 		$31.2K Buy
+274
New +$34.9K 0.01% 517
2024
Q3 		– Sell
-346
Closed -$48.8K – 998
2024
Q2 		$48.8K Sell
346
-120
-26% -$17.8K 0.02% 378
2024
Q1 		$76.1K Sell
466
-470
-50% -$67.7K 0.03% 324
2023
Q4 		$125K Sell
936
-470
-33% -$56.2K 0.06% 248
2023
Q3 		$169K Buy
1,406
+251
+22% +$28.2K 0.08% 210
2023
Q2 		$110K Sell
1,155
-786
-40% -$76.4K 0.05% 295
2023
Q1 		$197K Buy
1,941
+329
+20% +$33.5K 0.1% 192
2022
Q4 		$168K Buy
1,612
+139
+9% +$14.2K 0.1% 209
2022
Q3 		$119K Buy
1,473
+25
+2% +$2.13K 0.07% 267
2022
Q2 		$119K Buy
1,448
+256
+21% +$23.7K 0.07% 242
2022
Q1 		$103K Buy
1,192
+28
+2% +$2.36K 0.05% 301
2021
Q4 		$84K Buy
1,164
+444
+62% +$33.6K 0.04% 347
2021
Q3 		$50K Sell
720
-599
-45% -$43.4K 0.03% 413
2021
Q2 		$113K Sell
1,319
-89
-6% -$7.51K 0.07% 262
2021
Q1 		$115K Buy
1,408
+452
+47% +$35.5K 0.08% 231
2020
Q4 		$67K Buy
956
+4
+0.4% +$235 0.06% 271
2020
Q3 		$49K Buy
+952
New +$58.1K 0.05% 324

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

Newbridge Financial Services Group's PSX Position: Q2 2026 in Review

Newbridge Financial Services Group held its Phillips 66 (PSX) position steady in Q2 2026 at 146 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Newbridge Financial Services Group first reported a position in PSX in Q3 2020 and has held it in 21 quarters since. The position peaked at $197K in Q1 2023. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Newbridge Financial Services Group held 146 shares of Phillips 66 worth $24.7K as of Q2 2026.
  • Newbridge Financial Services Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #659 holding.
  • Newbridge Financial Services Group first reported a position in Phillips 66 in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Phillips 66 position peaked at $197K in Q1 2023.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.