Wellington Group’s Phillips 66 PSX Stock Holding History

Wellington 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	–	Sell	-168	Closed	-$30.6K	–	317
2026 Q1	$30.6K	Hold	168	–	–	0.01%	326
2025 Q4	$21.7K	Buy	+168	New	+$22.6K	0.01%	379

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Group's PSX Position: Q2 2026 in Review

Wellington Group sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 168 shares — an estimated $30.6K sold.

Wellington Group first reported a position in PSX in Q4 2025 and held it in 2 quarters. The position peaked at $30.6K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wellington Group reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 168 Phillips 66 shares in Q2 2026, an estimated $30.6K.
Wellington Group first reported a position in Phillips 66 in Q4 2025 and held it in 2 quarters.
Wellington Group's Phillips 66 position peaked at $30.6K in Q1 2026.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.