Alan B. Lancz & Associates’s Phillips 66 PSX Stock Holding History

Alan B. Lancz & Associates’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	$314K	Hold	1,857	–	–	0.27%	95
2026 Q1	$338K	Sell	1,857 -225	-11%	-$35.3K	0.33%	83
2025 Q4	$269K	Hold	2,082	–	–	0.24%	112
2025 Q3	$283K	Hold	2,082	–	–	0.26%	104
2025 Q2	$248K	Hold	2,082	–	–	0.25%	114
2025 Q1	$257K	Hold	2,082	–	–	0.27%	99
2024 Q4	$237K	Hold	2,082	–	–	0.24%	107
2024 Q3	$274K	Hold	2,082	–	–	0.25%	103
2024 Q2	$294K	Buy	+2,082	New	+$308K	0.29%	96
2023 Q4	$266K	Hold	1,996	–	–	0.28%	103
2023 Q3	$240K	Buy	+1,996	New	+$224K	0.27%	108
2023 Q2	–	Sell	-1,996	Closed	-$202K	–	174
2023 Q1	$202K	Hold	1,996	–	–	0.21%	123
2022 Q4	$206K	Hold	1,996	–	–	0.21%	127
2022 Q3	$161K	Hold	1,996	–	–	0.19%	130
2022 Q2	$178K	Buy	+1,996	New	+$185K	0.18%	140

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

Alan B. Lancz & Associates's PSX Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Phillips 66 (PSX) position steady in Q2 2026 at 1,857 shares worth $314K. The position accounts for 0.27% of the portfolio, ranked #95.

Alan B. Lancz & Associates first reported a position in PSX in Q2 2022 and has held it in 15 quarters since. The position peaked at $338K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Alan B. Lancz & Associates held 1,857 shares of Phillips 66 worth $314K as of Q2 2026.
Alan B. Lancz & Associates left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.27% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #95 holding.
Alan B. Lancz & Associates first reported a position in Phillips 66 in Q2 2022 and has held it in 15 quarters since.
Alan B. Lancz & Associates's Phillips 66 position peaked at $338K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.