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ABLE Financial Group’s Phillips 66 PSX Stock Holding History

ABLE Financial 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 		$200K Buy
+1,186
New +$204K 0.03% 219
2024
Q3 		– Sell
-1,586
Closed -$224K – 190
2024
Q2 		$224K Sell
1,586
-165
-9% -$24.4K 0.08% 160
2024
Q1 		$286K Sell
1,751
-61
-3% -$8.79K 0.11% 126
2023
Q4 		$241K Sell
1,812
-24
-1% -$2.87K 0.1% 135
2023
Q3 		$221K Sell
1,836
-973
-35% -$109K 0.11% 125
2023
Q2 		$268K Sell
2,809
-2,094
-43% -$204K 0.14% 111
2023
Q1 		$497K Buy
+4,903
New +$499K 0.32% 66

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

ABLE Financial Group's PSX Position: Q2 2026 in Review

ABLE Financial Group opened a new position in Phillips 66 (PSX) in Q2 2026: 1,186 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: ABLE Financial Group previously reported a position in PSX as recently as Q2 2024.

ABLE Financial Group first reported a position in PSX in Q1 2023 and has held it in 7 quarters since. The position peaked at $497K in Q1 2023. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • ABLE Financial Group held 1,186 shares of Phillips 66 worth $200K as of Q2 2026.
  • Phillips 66 was a new ABLE Financial Group position in Q2 2026.
  • Phillips 66 made up 0.03% of ABLE Financial Group's portfolio in Q2 2026, its #219 holding.
  • ABLE Financial Group first reported a position in Phillips 66 in Q1 2023 and has held it in 7 quarters since.
  • ABLE Financial Group's Phillips 66 position peaked at $497K in Q1 2023.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.