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Accelerate Investment Advisors’s Phillips 66 PSX Stock Holding History

Accelerate Investment 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 		– Sell
-1,319
Closed -$240K – 155
2026
Q1 		$240K Buy
+1,319
New +$207K 0.16% 108
2025
Q2 		– Sell
-1,809
Closed -$223K – 130
2025
Q1 		$223K Buy
+1,809
New +$223K 0.19% 98

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

Accelerate Investment Advisors's PSX Position: Q2 2026 in Review

Accelerate Investment Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,319 shares — an estimated $240K sold.

Accelerate Investment Advisors first reported a position in PSX in Q1 2025 and held it in 2 quarters. The position peaked at $240K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Accelerate Investment Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Accelerate Investment Advisors sold 1,319 Phillips 66 shares in Q2 2026, an estimated $240K.
  • Accelerate Investment Advisors first reported a position in Phillips 66 in Q1 2025 and held it in 2 quarters.
  • Accelerate Investment Advisors's Phillips 66 position peaked at $240K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.