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Advisory Alpha’s Phillips 66 PSX Stock Holding History

Advisory Alpha’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 		$635K Buy
3,753
+339
+10% +$58.4K 0.02% 315
2026
Q1 		$622K Buy
3,414
+241
+8% +$37.8K 0.02% 282
2025
Q4 		$410K Buy
3,173
+77
+2% +$10.4K 0.01% 349
2025
Q3 		$418K Buy
3,096
+13
+0.4% +$1.67K 0.01% 335
2025
Q2 		$368K Buy
3,083
+176
+6% +$19.7K 0.01% 324
2025
Q1 		$359K Buy
2,907
+13
+0.4% +$1.6K 0.01% 308
2024
Q4 		$330K Buy
2,894
+979
+51% +$125K 0.01% 301
2024
Q3 		$252K Buy
1,915
+267
+16% +$36.1K 0.01% 359
2024
Q2 		$233K Buy
1,648
+76
+5% +$11.2K 0.01% 341
2024
Q1 		$257K Sell
1,572
-12
-0.8% -$1.73K 0.01% 329
2023
Q4 		$211K Buy
+1,584
New +$189K 0.01% 326
2020
Q4 		– Sell
-750
Closed -$39K – 516
2020
Q3 		$39K Buy
+750
New +$45.8K 0.01% 233
2020
Q2 		– Sell
-792
Closed -$47.5K – 485
2020
Q1 		$47.5K Sell
792
-8
-1% -$651 0.01% 212
2019
Q4 		$84.2K Buy
800
+122
+18% +$13.7K 0.02% 222
2019
Q3 		$69.6K Buy
+678
New +$68K 0.02% 208
2019
Q2 		– Sell
-703
Closed -$60.3K – 512
2019
Q1 		$60.3K Buy
+703
New +$66.8K 0.02% 210

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

Advisory Alpha's PSX Position: Q2 2026 in Review

Advisory Alpha increased its Phillips 66 (PSX) stake by 9.9% in Q2 2026, buying an estimated $58.4K and bringing the position to 3,753 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #315.

Advisory Alpha first reported a position in PSX in Q1 2019 and has held it in 16 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Advisory Alpha held 3,753 shares of Phillips 66 worth $635K as of Q2 2026.
  • Advisory Alpha bought 339 Phillips 66 shares in Q2 2026, an estimated $58.4K.
  • Phillips 66 made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #315 holding.
  • Advisory Alpha first reported a position in Phillips 66 in Q1 2019 and has held it in 16 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.