SW
PSX icon

SteelPeak Wealth’s Phillips 66 PSX Stock Holding History

SteelPeak Wealth’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
2025
Q3 		– Hold
0
– -$71.6K – 644
2025
Q2 		– Hold
0
– – – 536
2025
Q1 		– Hold
0
– – – 531

Other funds holding PSX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SteelPeak Wealth's PSX Position: Q2 2026 in Review

SteelPeak Wealth increased its Phillips 66 (PSX) stake by 0.98% in Q2 2026, buying an estimated $2.93K and bringing the position to 1,746 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #530.

SteelPeak Wealth first reported a position in PSX in Q4 2019 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2023. 983 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • SteelPeak Wealth held 1,746 shares of Phillips 66 worth $295K as of Q2 2026.
  • SteelPeak Wealth bought 17 Phillips 66 shares in Q2 2026, an estimated $2.93K.
  • Phillips 66 made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #530 holding.
  • SteelPeak Wealth first reported a position in Phillips 66 in Q4 2019 and has held it in 16 quarters since.
  • SteelPeak Wealth's Phillips 66 position peaked at $10.2M in Q4 2023.
  • 983 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.