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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accordant Advisory Group's PSX Position: Q1 2026 in Review

Accordant Advisory Group held its Phillips 66 (PSX) position steady in Q1 2026 at 200 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #100.

Accordant Advisory Group first reported a position in PSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Accordant Advisory Group held 200 shares of Phillips 66 worth $36.4K as of Q1 2026.
  • Accordant Advisory Group left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #100 holding.
  • Accordant Advisory Group first reported a position in Phillips 66 in Q1 2024 and has held it in 7 quarters since.
  • Accordant Advisory Group's Phillips 66 position peaked at $1.29M in Q3 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.