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Allegiance Financial Group Advisory Services’s Phillips 66 PSX Stock Holding History

Allegiance Financial Group Advisory Services’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 		$363K Buy
2,146
+638
+42% +$110K 0.06% 122
2026
Q1 		$275K Buy
+1,508
New +$236K 0.05% 145

Other funds holding PSX

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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

Allegiance Financial Group Advisory Services's PSX Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Phillips 66 (PSX) stake by 42% in Q2 2026, buying an estimated $110K and bringing the position to 2,146 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #122.

Allegiance Financial Group Advisory Services first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 2,146 shares of Phillips 66 worth $363K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 638 Phillips 66 shares in Q2 2026, an estimated $110K.
  • Phillips 66 made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.