3 Factor Indexing’s Phillips 66 PSX Stock Holding History

3 Factor Indexing’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	$20.8K	Hold	123	–	–	0.02%	111
2026 Q1	$22.4K	Buy	+123	New	+$19.3K	0.02%	111

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

3 Factor Indexing's PSX Position: Q2 2026 in Review

3 Factor Indexing held its Phillips 66 (PSX) position steady in Q2 2026 at 123 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #111.

3 Factor Indexing first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.4K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

3 Factor Indexing held 123 shares of Phillips 66 worth $20.8K as of Q2 2026.
3 Factor Indexing left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of 3 Factor Indexing's portfolio in Q2 2026, its #111 holding.
3 Factor Indexing first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
3 Factor Indexing's Phillips 66 position peaked at $22.4K in Q1 2026.
2,002 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.