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Portside Wealth Group’s Phillips 66 PSX Stock Holding History

Portside Wealth 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 		$383K Buy
2,265
+139
+7% +$23.9K 0.04% 354
2026
Q1 		$387K Buy
2,126
+90
+4% +$14.1K 0.05% 315
2025
Q4 		$263K Buy
2,036
+3
+0.1% +$404 0.04% 398
2025
Q3 		$277K Buy
2,033
+75
+4% +$9.61K 0.04% 391
2025
Q2 		$234K Buy
1,958
+48
+3% +$5.38K 0.03% 410
2025
Q1 		$236K Buy
1,910
+133
+7% +$16.4K 0.04% 381
2024
Q4 		$202K Buy
1,777
+44
+3% +$5.6K 0.03% 401
2024
Q3 		$228K Buy
+1,733
New +$234K 0.04% 355
2024
Q2 		– Sell
-1,685
Closed -$275K – 390
2024
Q1 		$275K Sell
1,685
-1,565
-48% -$226K 0.05% 290
2023
Q4 		$433K Sell
3,250
-568
-15% -$67.9K 0.08% 224
2023
Q3 		$458K Sell
3,818
-154
-4% -$17.3K 0.09% 206
2023
Q2 		$379K Buy
+3,972
New +$386K 0.07% 226

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

Portside Wealth Group's PSX Position: Q2 2026 in Review

Portside Wealth Group increased its Phillips 66 (PSX) stake by 6.5% in Q2 2026, buying an estimated $23.9K and bringing the position to 2,265 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #354.

Portside Wealth Group first reported a position in PSX in Q2 2023 and has held it in 12 quarters since. The position peaked at $458K in Q3 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Portside Wealth Group held 2,265 shares of Phillips 66 worth $383K as of Q2 2026.
  • Portside Wealth Group bought 139 Phillips 66 shares in Q2 2026, an estimated $23.9K.
  • Phillips 66 made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #354 holding.
  • Portside Wealth Group first reported a position in Phillips 66 in Q2 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Phillips 66 position peaked at $458K in Q3 2023.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.