AIA
PSX icon

Affinity Investment Advisors’s Phillips 66 PSX Stock Holding History

Affinity 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 		$654K Sell
3,870
-2,458
-39% -$423K 0.33% 79
2026
Q1 		$1.15M Buy
6,328
+3,745
+145% +$587K 0.72% 49
2025
Q4 		$333K Buy
+2,583
New +$348K 0.22% 106
2024
Q3 		– Sell
-4,798
Closed -$677K – 138
2024
Q2 		$677K Sell
4,798
-1,090
-19% -$161K 0.51% 70
2024
Q1 		$962K Buy
5,888
+3,160
+116% +$455K 0.7% 53
2023
Q4 		$363K Sell
2,728
-386
-12% -$46.1K 0.25% 131
2023
Q3 		$374K Sell
3,114
-896
-22% -$101K 0.24% 142
2023
Q2 		$382K Buy
+4,010
New +$390K 0.22% 152
2017
Q2 		– Sell
-12,775
Closed -$1.01M – 187
2017
Q1 		$1.01M Sell
12,775
-147,302
-92% -$11.9M 0.09% 116
2016
Q4 		$13.8M Sell
160,077
-20,359
-11% -$1.69M 1.3% 30
2016
Q3 		$14.5M Sell
180,436
-23,338
-11% -$1.81M 1.24% 31
2016
Q2 		$16.2M Buy
203,774
+18,453
+10% +$1.51M 1.19% 32
2016
Q1 		$16M Sell
185,321
-24,732
-12% -$2.01M 1.41% 29
2015
Q4 		$17.2M Buy
210,053
+7,255
+4% +$626K 1.48% 25
2015
Q3 		$15.6M Buy
202,798
+13,683
+7% +$1.09M 1.42% 27
2015
Q2 		$15.2M Sell
189,115
-24,729
-12% -$1.97M 1.22% 35
2015
Q1 		$16.8M Buy
+213,844
New +$15.7M 1.21% 38

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

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

Affinity Investment Advisors reduced its Phillips 66 (PSX) stake by 39% in Q2 2026, selling an estimated $423K and leaving 3,870 shares worth $654K. The position accounts for 0.33% of the portfolio, ranked #79.

Affinity Investment Advisors first reported a position in PSX in Q1 2015 and has held it in 17 quarters since. The position peaked at $17.2M in Q4 2015. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Affinity Investment Advisors held 3,870 shares of Phillips 66 worth $654K as of Q2 2026.
  • Affinity Investment Advisors sold 2,458 Phillips 66 shares in Q2 2026, an estimated $423K.
  • Phillips 66 made up 0.33% of Affinity Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Affinity Investment Advisors first reported a position in Phillips 66 in Q1 2015 and has held it in 17 quarters since.
  • Affinity Investment Advisors's Phillips 66 position peaked at $17.2M in Q4 2015.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.