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PGIM Custom Harvest’s Phillips 66 PSX Stock Holding History

PGIM Custom Harvest’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 		$268K Buy
1,585
+86
+6% +$14.8K ﹤0.01% 263
2026
Q1 		$273K Buy
+1,499
New +$235K ﹤0.01% 231
2025
Q4 		– Sell
-1,609
Closed -$219K – 270
2025
Q3 		$219K Buy
+1,609
New +$206K ﹤0.01% 251
2025
Q2 		– Sell
-1,841
Closed -$227K – 253
2025
Q1 		$227K Hold
1,841
– – 0.01% 219
2024
Q4 		$210K Buy
1,841
+89
+5% +$11.3K ﹤0.01% 247
2024
Q3 		$230K Buy
1,752
+103
+6% +$13.9K ﹤0.01% 225
2024
Q2 		$233K Buy
+1,649
New +$244K 0.01% 205
2021
Q3 		$63K Hold
923
– – 0.01% 207
2021
Q2 		$81K Hold
923
– – 0.02% 195
2021
Q1 		$77K Hold
923
– – 0.02% 178
2020
Q4 		$70K Buy
+923
New +$54.2K 0.02% 157

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

PGIM Custom Harvest's PSX Position: Q2 2026 in Review

PGIM Custom Harvest increased its Phillips 66 (PSX) stake by 5.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,585 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

PGIM Custom Harvest first reported a position in PSX in Q4 2020 and has held it in 11 quarters since. The position peaked at $273K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • PGIM Custom Harvest held 1,585 shares of Phillips 66 worth $268K as of Q2 2026.
  • PGIM Custom Harvest bought 86 Phillips 66 shares in Q2 2026, an estimated $14.8K.
  • Phillips 66 made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #263 holding.
  • PGIM Custom Harvest first reported a position in Phillips 66 in Q4 2020 and has held it in 11 quarters since.
  • PGIM Custom Harvest's Phillips 66 position peaked at $273K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.