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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
Q2 		$386K Sell
2,283
-6
-0.3% -$1.03K 0.04% 200
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
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 $3.38T AUM 44.17% 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

Allegheny Financial Group's PSX Position: Q2 2026 in Review

Allegheny Financial Group reduced its Phillips 66 (PSX) stake by 0.26% in Q2 2026, selling an estimated $1.03K and leaving 2,283 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #200.

Allegheny Financial Group first reported a position in PSX in Q2 2021 and has held it in 18 quarters since. The position peaked at $417K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Allegheny Financial Group held 2,283 shares of Phillips 66 worth $386K as of Q2 2026.
  • Allegheny Financial Group sold 6 Phillips 66 shares in Q2 2026, an estimated $1.03K.
  • Phillips 66 made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #200 holding.
  • Allegheny Financial Group first reported a position in Phillips 66 in Q2 2021 and has held it in 18 quarters since.
  • Allegheny Financial Group's Phillips 66 position peaked at $417K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.