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BOLTON SECURITIES CORPORATION’s Phillips 66 PSX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$515K Buy
3,046
+897
+42% +$154K 0.02% 600
2026
Q1 		$391K Buy
+2,149
New +$337K 0.02% 610
2025
Q3 		$302K Buy
+2,221
New +$285K 0.01% 641
2025
Q1 		$300K Buy
+2,426
New +$299K 0.02% 590

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 $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Elliott Investment Management
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 $1.92T AUM 36.1% 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 $608B AUM 32.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PSX Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its Phillips 66 (PSX) stake by 42% in Q2 2026, buying an estimated $154K and bringing the position to 3,046 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #600.

BOLTON SECURITIES CORPORATION first reported a position in PSX in Q1 2025 and has held it in 4 quarters since. 2,114 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 3,046 shares of Phillips 66 worth $515K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 897 Phillips 66 shares in Q2 2026, an estimated $154K.
  • Phillips 66 made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #600 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Phillips 66 in Q1 2025 and has held it in 4 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.