Northstar Group’s Phillips 66 PSX Stock Holding History

Northstar 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	–	Sell	-1,151	Closed	-$210K	–	174
2026 Q1	$210K	Buy	+1,151	New	+$180K	0.03%	160

Other funds holding PSX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northstar Group's PSX Position: Q2 2026 in Review

Northstar Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,151 shares — an estimated $210K sold.

Northstar Group first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Northstar Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Northstar Group sold 1,151 Phillips 66 shares in Q2 2026, an estimated $210K.
Northstar Group first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
Northstar Group's Phillips 66 position peaked at $210K in Q1 2026.
1,026 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.