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Vestmark Advisory Solutions’s Phillips 66 PSX Stock Holding History

Vestmark Advisory Solutions’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 		$2.67M Buy
15,805
+2,178
+16% +$375K 0.03% 584
2026
Q1 		$2.48M Buy
13,627
+3,117
+30% +$488K 0.03% 543
2025
Q4 		$1.36M Buy
10,510
+2,480
+31% +$334K 0.02% 708
2025
Q3 		$1.09M Buy
8,030
+5,820
+263% +$746K 0.02% 522
2025
Q2 		$264K Sell
2,210
-13,006
-85% -$1.46M ﹤0.01% 717
2025
Q1 		$1.88M Buy
15,216
+5,967
+65% +$735K 0.05% 328
2024
Q4 		$1.05M Sell
9,249
-50
-0.5% -$6.36K 0.04% 318
2024
Q3 		$1.22M Sell
9,299
-55
-0.6% -$7.43K 0.05% 284
2024
Q2 		$1.32M Sell
9,354
-26
-0.3% -$3.85K 0.06% 290
2024
Q1 		$1.53M Buy
9,380
+977
+12% +$141K 0.07% 273
2023
Q4 		$1.12M Sell
8,403
-555
-6% -$66.3K 0.06% 279
2023
Q3 		$1.08M Sell
8,958
-3,642
-29% -$409K 0.08% 237
2023
Q2 		$1.2M Buy
12,600
+5,322
+73% +$517K 0.05% 410
2023
Q1 		$738K Sell
7,278
-575
-7% -$58.5K 0.03% 506
2022
Q4 		$817K Buy
7,853
+2,603
+50% +$266K 0.04% 469
2022
Q3 		$424K Buy
5,250
+865
+20% +$73.7K 0.02% 565
2022
Q2 		$360K Buy
4,385
+1,187
+37% +$110K 0.02% 619
2022
Q1 		$276K Buy
3,198
+188
+6% +$15.8K 0.02% 742
2021
Q4 		$218K Sell
3,010
-897
-23% -$67.8K 0.01% 811
2021
Q3 		$274K Sell
3,907
-408
-9% -$29.5K 0.02% 698
2021
Q2 		$370K Buy
4,315
+551
+15% +$46.5K 0.03% 564
2021
Q1 		$307K Buy
3,764
+70
+2% +$5.49K 0.03% 587
2020
Q4 		$258K Buy
+3,694
New +$217K 0.03% 516
2020
Q3 		– Sell
-2,831
Closed -$204K – 571
2020
Q2 		$204K Buy
+2,831
New +$200K 0.03% 515
2019
Q4 		– Sell
-3,014
Closed -$309K – 465
2019
Q3 		$309K Sell
3,014
-2,443
-45% -$245K 0.05% 403
2019
Q2 		$510K Sell
5,457
-4,523
-45% -$406K 0.09% 279
2019
Q1 		$950K Buy
+9,980
New +$949K 0.17% 180

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

Vestmark Advisory Solutions's PSX Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Phillips 66 (PSX) stake by 16% in Q2 2026, buying an estimated $375K and bringing the position to 15,805 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #584.

Vestmark Advisory Solutions first reported a position in PSX in Q1 2019 and has held it in 27 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Vestmark Advisory Solutions held 15,805 shares of Phillips 66 worth $2.67M as of Q2 2026.
  • Vestmark Advisory Solutions bought 2,178 Phillips 66 shares in Q2 2026, an estimated $375K.
  • Phillips 66 made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #584 holding.
  • Vestmark Advisory Solutions first reported a position in Phillips 66 in Q1 2019 and has held it in 27 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.