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AA Financial Advisors’s Phillips 66 PSX Stock Holding History

AA Financial Advisors’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 		$1.51M Buy
8,925
+258
+3% +$44.4K 0.18% 86
2026
Q1 		$1.58M Buy
8,667
+794
+10% +$124K 0.22% 83
2025
Q4 		$1.02M Sell
7,873
-231
-3% -$31.1K 0.19% 87
2025
Q3 		$1.1M Buy
8,104
+1,172
+17% +$150K 0.22% 72
2025
Q2 		$827K Buy
6,932
+1,576
+29% +$177K 0.18% 82
2025
Q1 		$661K Buy
5,356
+100
+2% +$12.3K 0.16% 85
2024
Q4 		$599K Buy
5,256
+415
+9% +$52.8K 0.16% 88
2024
Q3 		$636K Buy
4,841
+381
+9% +$51.4K 0.18% 86
2024
Q2 		$630K Buy
4,460
+723
+19% +$107K 0.22% 81
2024
Q1 		$610K Buy
+3,737
New +$539K 0.25% 80

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

AA Financial Advisors's PSX Position: Q2 2026 in Review

AA Financial Advisors increased its Phillips 66 (PSX) stake by 3% in Q2 2026, buying an estimated $44.4K and bringing the position to 8,925 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #86.

AA Financial Advisors first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • AA Financial Advisors held 8,925 shares of Phillips 66 worth $1.51M as of Q2 2026.
  • AA Financial Advisors bought 258 Phillips 66 shares in Q2 2026, an estimated $44.4K.
  • Phillips 66 made up 0.18% of AA Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • AA Financial Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Phillips 66 position peaked at $1.58M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.