Allegheny Financial Group’s Phillips 66 PSX Stock Holding History

Allegheny Financial 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	$417K	Buy	2,289 +14	+0.6%	+$2.19K	0.06%	171
2025 Q4	$294K	Sell	2,275 -215	-9%	-$28.9K	0.04%	203
2025 Q3	$339K	Buy	2,490 +80	+3%	+$10.2K	0.06%	183
2025 Q2	$288K	Buy	2,410 +3	+0.1%	+$336	0.06%	188
2025 Q1	$297K	Hold	2,407	–	–	0.08%	178
2024 Q4	$274K	Buy	2,407 +39	+2%	+$4.96K	0.07%	189
2024 Q3	$311K	Sell	2,368 -405	-15%	-$54.7K	0.08%	189
2024 Q2	$391K	Buy	2,773 +571	+26%	+$84.5K	0.11%	152
2024 Q1	$360K	Sell	2,202 -568	-21%	-$81.9K	0.11%	145
2023 Q4	$369K	Buy	2,770 +146	+6%	+$17.5K	0.12%	144
2023 Q3	$315K	Buy	2,624 +129	+5%	+$14.5K	0.12%	142
2023 Q2	$238K	Sell	2,495 -17	-0.7%	-$1.65K	0.11%	134
2023 Q1	$255K	Buy	2,512 +68	+3%	+$6.91K	0.1%	141
2022 Q4	$254K	Buy	+2,444	New	+$250K	0.11%	140
2022 Q3	–	Sell	-2,442	Closed	-$200K	–	175
2022 Q2	$200K	Buy	2,442 +2	+0.1%	+$185	0.09%	153
2022 Q1	$211K	Buy	+2,440	New	+$205K	0.09%	148
2021 Q3	–	Sell	-2,435	Closed	-$209K	–	153
2021 Q2	$209K	Buy	+2,435	New	+$206K	0.09%	139

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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 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