Evelyn Partners Group Ltd’s Phillips 66 PSX Stock Holding History

Evelyn Partners Group Ltd’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	$215K	Buy	+1,270	New	+$219K	﹤0.01%	262

Other funds holding PSX

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Evelyn Partners Group Ltd's PSX Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Phillips 66 (PSX) in Q2 2026: 1,270 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Evelyn Partners Group Ltd held 1,270 shares of Phillips 66 worth $215K as of Q2 2026.
Phillips 66 was a new Evelyn Partners Group Ltd position in Q2 2026.
Phillips 66 made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #262 holding.
1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.