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Advisor OS’s Phillips 66 PSX Stock Holding History

Advisor OS’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 		$903K Buy
5,343
+476
+10% +$81.9K 0.06% 210
2026
Q1 		$887K Sell
4,867
-258
-5% -$40.4K 0.06% 199
2025
Q4 		$661K Buy
5,125
+566
+12% +$76.2K 0.05% 237
2025
Q3 		$620K Sell
4,559
-164
-3% -$21K 0.05% 222
2025
Q2 		$563K Buy
4,723
+854
+22% +$95.7K 0.06% 232
2025
Q1 		$478K Sell
3,869
-86
-2% -$10.6K 0.05% 240
2024
Q4 		$451K Sell
3,955
-140
-3% -$17.8K 0.05% 240
2024
Q3 		$538K Buy
4,095
+144
+4% +$19.4K 0.05% 241
2024
Q2 		$558K Buy
3,951
+58
+1% +$8.59K 0.06% 233
2024
Q1 		$636K Buy
3,893
+700
+22% +$101K 0.07% 206
2023
Q4 		$425K Buy
3,193
+115
+4% +$13.7K 0.06% 223
2023
Q3 		$370K Sell
3,078
-6,089
-66% -$683K 0.06% 211
2023
Q2 		$874K Sell
9,167
-4,629
-34% -$450K 0.14% 146
2023
Q1 		$1.4M Sell
13,796
-46
-0.3% -$4.68K 0.34% 74
2022
Q4 		$1.44M Buy
13,842
+6,791
+96% +$695K 0.38% 64
2022
Q3 		$568K Sell
7,051
-730
-9% -$62.2K 0.17% 118
2022
Q2 		$638K Buy
+7,781
New +$720K 0.19% 121

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

Advisor OS's PSX Position: Q2 2026 in Review

Advisor OS increased its Phillips 66 (PSX) stake by 9.8% in Q2 2026, buying an estimated $81.9K and bringing the position to 5,343 shares worth $903K. The position accounts for 0.06% of the portfolio, ranked #210.

Advisor OS first reported a position in PSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.44M in Q4 2022. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Advisor OS held 5,343 shares of Phillips 66 worth $903K as of Q2 2026.
  • Advisor OS bought 476 Phillips 66 shares in Q2 2026, an estimated $81.9K.
  • Phillips 66 made up 0.06% of Advisor OS's portfolio in Q2 2026, its #210 holding.
  • Advisor OS first reported a position in Phillips 66 in Q2 2022 and has held it in 17 quarters since.
  • Advisor OS's Phillips 66 position peaked at $1.44M in Q4 2022.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.