NP
PSX icon

NorthRock Partners’s Phillips 66 PSX Stock Holding History

NorthRock Partners’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 		$477K Sell
2,819
-2,791
-50% -$480K 0.01% 449
2026
Q1 		$1.02M Sell
5,610
-123
-2% -$19.3K 0.02% 296
2025
Q4 		$740K Sell
5,733
-3,789
-40% -$510K 0.01% 313
2025
Q3 		$1.3M Buy
9,522
+2,768
+41% +$355K 0.02% 292
2025
Q2 		$806K Buy
6,754
+511
+8% +$57.2K 0.02% 294
2025
Q1 		$771K Buy
6,243
+689
+12% +$84.9K 0.03% 250
2024
Q4 		$633K Buy
5,554
+872
+19% +$111K 0.02% 294
2024
Q3 		$615K Buy
4,682
+131
+3% +$17.7K 0.02% 320
2024
Q2 		$642K Buy
4,551
+265
+6% +$39.2K 0.02% 284
2024
Q1 		$700K Buy
4,286
+439
+11% +$63.3K 0.03% 273
2023
Q4 		$512K Buy
3,847
+1,534
+66% +$183K 0.02% 320
2023
Q3 		$278K Buy
+2,313
New +$260K 0.03% 252
2023
Q2 		– Sell
-2,186
Closed -$222K – 340
2023
Q1 		$222K Sell
2,186
-471
-18% -$47.9K 0.02% 290
2022
Q4 		$277K Buy
+2,657
New +$272K 0.03% 258
2020
Q1 		– Sell
-1,813
Closed -$202K – 263
2019
Q4 		$202K Sell
1,813
-245
-12% -$27.5K 0.02% 253
2019
Q3 		$211K Buy
+2,058
New +$206K 0.03% 196

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

NorthRock Partners's PSX Position: Q2 2026 in Review

NorthRock Partners reduced its Phillips 66 (PSX) stake by 50% in Q2 2026, selling an estimated $480K and leaving 2,819 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #449.

NorthRock Partners first reported a position in PSX in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2025. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NorthRock Partners held 2,819 shares of Phillips 66 worth $477K as of Q2 2026.
  • NorthRock Partners sold 2,791 Phillips 66 shares in Q2 2026, an estimated $480K.
  • Phillips 66 made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #449 holding.
  • NorthRock Partners first reported a position in Phillips 66 in Q3 2019 and has held it in 16 quarters since.
  • NorthRock Partners's Phillips 66 position peaked at $1.3M in Q3 2025.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.