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Norden Group’s Phillips 66 PSX Stock Holding History

Norden 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 		$1.06M Buy
6,295
+444
+8% +$76.4K 0.09% 205
2026
Q1 		$1.07M Sell
5,851
-34
-0.6% -$5.33K 0.1% 181
2025
Q4 		$759K Buy
5,885
+368
+7% +$49.5K 0.07% 246
2025
Q3 		$750K Buy
5,517
+213
+4% +$27.3K 0.08% 251
2025
Q2 		$633K Sell
5,304
-813
-13% -$91.1K 0.07% 285
2025
Q1 		$755K Buy
6,117
+609
+11% +$75.1K 0.09% 224
2024
Q4 		$628K Buy
5,508
+2,039
+59% +$259K 0.07% 293
2024
Q3 		$456K Sell
3,469
-10
-0.3% -$1.35K 0.05% 335
2024
Q2 		$491K Sell
3,479
-264
-7% -$39.1K 0.1% 220
2024
Q1 		$611K Buy
3,743
+1,582
+73% +$228K 0.12% 183
2023
Q4 		$288K Buy
2,161
+301
+16% +$36K 0.05% 206
2023
Q3 		$224K Buy
+1,860
New +$209K 0.07% 225

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

Norden Group's PSX Position: Q2 2026 in Review

Norden Group increased its Phillips 66 (PSX) stake by 7.6% in Q2 2026, buying an estimated $76.4K and bringing the position to 6,295 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #205.

Norden Group first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Norden Group held 6,295 shares of Phillips 66 worth $1.06M as of Q2 2026.
  • Norden Group bought 444 Phillips 66 shares in Q2 2026, an estimated $76.4K.
  • Phillips 66 made up 0.09% of Norden Group's portfolio in Q2 2026, its #205 holding.
  • Norden Group first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Norden Group's Phillips 66 position peaked at $1.07M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.