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Allen Mooney & Barnes Investment Advisors’s Phillips 66 PSX Stock Holding History

Allen Mooney & Barnes 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 		$863K Sell
5,104
-106
-2% -$18.2K 0.13% 72
2026
Q1 		$949K Buy
5,210
+4
+0.1% +$627 0.14% 76
2025
Q4 		$672K Buy
5,206
+258
+5% +$34.7K 0.1% 85
2025
Q3 		$673K Sell
4,948
-523
-10% -$67K 0.1% 85
2025
Q2 		$653K Buy
5,471
+5
+0.1% +$560 0.11% 87
2025
Q1 		$675K Buy
5,466
+52
+1% +$6.41K 0.11% 85
2024
Q4 		$617K Buy
5,414
+5
+0.1% +$636 0.1% 88
2024
Q3 		$711K Sell
5,409
-112
-2% -$15.1K 0.12% 83
2024
Q2 		$779K Sell
5,521
-115
-2% -$17K 0.14% 81
2024
Q1 		$932K Sell
5,636
-122
-2% -$17.6K 0.18% 73
2023
Q4 		$767K Buy
5,758
+43
+0.8% +$5.14K 0.15% 78
2023
Q3 		$687K Buy
5,715
+6
+0.1% +$673 0.15% 77
2023
Q2 		$545K Buy
5,709
+81
+1% +$7.87K 0.12% 80
2023
Q1 		$571K Sell
5,628
-293
-5% -$29.8K 0.14% 79
2022
Q4 		$616K Buy
5,921
+6
+0.1% +$614 0.15% 76
2022
Q3 		$477K Buy
5,915
+6
+0.1% +$511 0.13% 82
2022
Q2 		$484K Buy
5,909
+7
+0.1% +$648 0.12% 84
2022
Q1 		$510K Buy
+5,902
New +$497K 0.11% 96

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

Allen Mooney & Barnes Investment Advisors's PSX Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Phillips 66 (PSX) stake by 2% in Q2 2026, selling an estimated $18.2K and leaving 5,104 shares worth $863K. The position accounts for 0.13% of the portfolio, ranked #72.

Allen Mooney & Barnes Investment Advisors first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $949K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 5,104 shares of Phillips 66 worth $863K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 106 Phillips 66 shares in Q2 2026, an estimated $18.2K.
  • Phillips 66 made up 0.13% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Phillips 66 position peaked at $949K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.