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Relyea Zuckerberg Hanson’s Phillips 66 PSX Stock Holding History

Relyea Zuckerberg Hanson’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 		$242K Buy
1,433
+30
+2% +$5.16K 0.02% 265
2026
Q1 		$256K Buy
+1,403
New +$220K 0.03% 234
2023
Q3 		– Sell
-2,148
Closed -$205K – 202
2023
Q2 		$205K Buy
+2,148
New +$209K 0.05% 189

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

Relyea Zuckerberg Hanson's PSX Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Phillips 66 (PSX) stake by 2.1% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,433 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #265.

Relyea Zuckerberg Hanson first reported a position in PSX in Q2 2023 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,433 shares of Phillips 66 worth $242K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 30 Phillips 66 shares in Q2 2026, an estimated $5.16K.
  • Phillips 66 made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #265 holding.
  • Relyea Zuckerberg Hanson first reported a position in Phillips 66 in Q2 2023 and has held it in 3 quarters since.
  • Relyea Zuckerberg Hanson's Phillips 66 position peaked at $256K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.