Allied Investment Advisors’s Phillips 66 PSX Stock Holding History

Allied 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 Q1	–	Sell	-1,654	Closed	-$213K	–	103
2025 Q4	$213K	Buy	+1,654	New	+$223K	0.03%	95

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 $3.38T AUM 44.17% 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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Allied Investment Advisors's PSX Position: Q1 2026 in Review

Allied Investment Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,654 shares — an estimated $213K sold.

Allied Investment Advisors first reported a position in PSX in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Allied Investment Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Allied Investment Advisors sold 1,654 Phillips 66 shares in Q1 2026, an estimated $213K.
Allied Investment Advisors first reported a position in Phillips 66 in Q4 2025 and held it in 1 quarter.
Allied Investment Advisors's Phillips 66 position peaked at $213K in Q4 2025.
2,132 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Allied Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.