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Peapack-Gladstone Financial Corp’s Phillips 66 PSX Stock Holding History

Peapack-Gladstone Financial Corp’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 		$1.03M Sell
6,094
-469
-7% -$80.7K 0.01% 407
2026
Q1 		$1.2M Sell
6,563
-474
-7% -$74.3K 0.02% 389
2025
Q4 		$908K Buy
7,037
+20
+0.3% +$2.69K 0.01% 411
2025
Q3 		$955K Buy
7,017
+24
+0.3% +$3.08K 0.01% 413
2025
Q2 		$834K Sell
6,993
-85
-1% -$9.52K 0.01% 413
2025
Q1 		$874K Sell
7,078
-948
-12% -$117K 0.01% 407
2024
Q4 		$913K Sell
8,026
-370
-4% -$47.1K 0.01% 399
2024
Q3 		$1.1M Sell
8,396
-1,031
-11% -$139K 0.02% 384
2024
Q2 		$1.33M Buy
9,427
+120
+1% +$17.8K 0.02% 364
2024
Q1 		$1.52M Sell
9,307
-218
-2% -$31.4K 0.02% 353
2023
Q4 		$1.27M Buy
9,525
+242
+3% +$28.9K 0.02% 370
2023
Q3 		$1.11M Buy
9,283
+1,960
+27% +$220K 0.02% 376
2023
Q2 		$699K Sell
7,323
-338
-4% -$32.9K 0.01% 433
2023
Q1 		$786K Sell
7,661
-24
-0.3% -$2.44K 0.02% 414
2022
Q4 		$800K Buy
7,685
+5
+0.1% +$511 0.02% 400
2022
Q3 		$620K Buy
7,680
+1,181
+18% +$101K 0.01% 431
2022
Q2 		$532K Sell
6,499
-157
-2% -$14.5K 0.01% 431
2022
Q1 		$575K Sell
6,656
-788
-11% -$66.3K 0.01% 451
2021
Q4 		$540K Sell
7,444
-723
-9% -$54.7K 0.01% 458
2021
Q3 		$572K Buy
8,167
+601
+8% +$43.5K 0.01% 446
2021
Q2 		$649K Buy
7,566
+165
+2% +$13.9K 0.02% 396
2021
Q1 		$603K Buy
+7,401
New +$581K 0.02% 386
2018
Q4 		– Sell
-2,077
Closed -$235K – 342
2018
Q3 		$235K Sell
2,077
-328
-14% -$37.9K 0.01% 320
2018
Q2 		$270K Buy
2,405
+4
+0.2% +$450 0.01% 302
2018
Q1 		$230K Buy
2,401
+416
+21% +$40.5K 0.01% 318
2017
Q4 		$201K Buy
+1,985
New +$189K 0.01% 329
2016
Q2 		– Sell
-3,413
Closed -$296K – 324
2016
Q1 		$296K Buy
3,413
+229
+7% +$18.6K 0.02% 262
2015
Q4 		$260K Sell
3,184
-785
-20% -$67.7K 0.02% 291
2015
Q3 		$305K Sell
3,969
-200
-5% -$15.9K 0.02% 259
2015
Q2 		$336K Sell
4,169
-1,014
-20% -$80.6K 0.02% 256
2015
Q1 		$407K Buy
5,183
+1,110
+27% +$81.5K 0.03% 239
2014
Q4 		$292K Sell
4,073
-150
-4% -$11.1K 0.02% 261
2014
Q3 		$343K Sell
4,223
-152
-3% -$12.7K 0.03% 235
2014
Q2 		$352K Sell
4,375
-350
-7% -$28.8K 0.03% 231
2014
Q1 		$364K Hold
4,725
– – 0.03% 222
2013
Q4 		$364K Sell
4,725
-800
-14% -$53.4K 0.03% 218
2013
Q3 		$319K Sell
5,525
-1,915
-26% -$111K 0.03% 228
2013
Q2 		$438K Buy
+7,440
New +$467K 0.04% 203

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

Peapack-Gladstone Financial Corp's PSX Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Phillips 66 (PSX) stake by 7.1% in Q2 2026, selling an estimated $80.7K and leaving 6,094 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #407.

Peapack-Gladstone Financial Corp first reported a position in PSX in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.52M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 6,094 shares of Phillips 66 worth $1.03M as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 469 Phillips 66 shares in Q2 2026, an estimated $80.7K.
  • Phillips 66 made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #407 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Phillips 66 in Q2 2013 and has held it in 38 quarters since.
  • Peapack-Gladstone Financial Corp's Phillips 66 position peaked at $1.52M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.