Accordant Advisory Group’s Phillips 66 PSX Stock Holding History

Accordant Advisory 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	$33.8K	Hold	200	–	–	0.02%	117
2026 Q1	$36.4K	Hold	200	–	–	0.02%	100
2025 Q4	$25.8K	Buy	200 +180	+900%	+$24.2K	0.02%	108
2025 Q3	$2.72K	Buy	+20	New	+$2.56K	﹤0.01%	150
2025 Q1	–	Sell	-9,857	Closed	-$1.12M	–	153
2024 Q4	$1.12M	Buy	9,857 +9	+0.1%	+$1.15K	1.08%	24
2024 Q3	$1.29M	Buy	9,848 +2,048	+26%	+$277K	1.03%	29
2024 Q2	$1.1M	Buy	7,800 +1,173	+18%	+$174K	1.04%	32
2024 Q1	$1.08M	Buy	+6,627	New	+$955K	0.81%	36

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

Accordant Advisory Group's PSX Position: Q2 2026 in Review

Accordant Advisory Group held its Phillips 66 (PSX) position steady in Q2 2026 at 200 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #117.

Accordant Advisory Group first reported a position in PSX in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Accordant Advisory Group held 200 shares of Phillips 66 worth $33.8K as of Q2 2026.
Accordant Advisory Group left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #117 holding.
Accordant Advisory Group first reported a position in Phillips 66 in Q1 2024 and has held it in 8 quarters since.
Accordant Advisory Group's Phillips 66 position peaked at $1.29M in Q3 2024.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.