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Allworth Financial’s Phillips 66 PSX Stock Holding History

Allworth Financial’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 		$3.89M Sell
23,029
-38,836
-63% -$6.69M 0.02% 395
2026
Q1 		$11.3M Buy
61,865
+174
+0.3% +$27.3K 0.05% 236
2025
Q4 		$7.96M Buy
61,691
+43,277
+235% +$5.82M 0.03% 277
2025
Q3 		$2.5M Buy
18,414
+1,855
+11% +$238K 0.01% 465
2025
Q2 		$1.98M Buy
16,559
+4,319
+35% +$484K 0.01% 485
2025
Q1 		$1.28M Sell
12,240
-3,022
-20% -$372K 0.01% 479
2024
Q4 		$1.81M Buy
15,262
+2,484
+19% +$316K 0.01% 425
2024
Q3 		$1.68M Sell
12,778
-978
-7% -$132K 0.01% 367
2024
Q2 		$1.9M Sell
13,756
-1,323
-9% -$196K 0.01% 340
2024
Q1 		$2.46M Buy
15,079
+446
+3% +$64.3K 0.02% 287
2023
Q4 		$1.95M Buy
14,633
+2,131
+17% +$255K 0.01% 310
2023
Q3 		$1.5M Buy
12,502
+241
+2% +$27K 0.01% 317
2023
Q2 		$1.17M Buy
12,261
+3,269
+36% +$318K 0.01% 360
2023
Q1 		$912K Buy
8,992
+3,832
+74% +$390K 0.01% 364
2022
Q4 		$537K Buy
5,160
+1,203
+30% +$123K 0.01% 438
2022
Q3 		$319K Sell
3,957
-326
-8% -$27.8K ﹤0.01% 508
2022
Q2 		$351K Sell
4,283
-268
-6% -$24.8K ﹤0.01% 467
2022
Q1 		$393K Buy
4,551
+1,796
+65% +$151K 0.01% 434
2021
Q4 		$200K Sell
2,755
-410
-13% -$31K ﹤0.01% 528
2021
Q3 		$222K Sell
3,165
-58
-2% -$4.2K ﹤0.01% 457
2021
Q2 		$277K Buy
3,223
+198
+7% +$16.7K 0.01% 328
2021
Q1 		$247K Sell
3,025
-178
-6% -$14K 0.01% 324
2020
Q4 		$224K Sell
3,203
-66
-2% -$3.87K 0.01% 271
2020
Q3 		$169K Buy
3,269
+175
+6% +$10.7K 0.01% 257
2020
Q2 		$222K Buy
3,094
+1,817
+142% +$129K 0.01% 229
2020
Q1 		$69K Buy
1,277
+203
+19% +$16.5K ﹤0.01% 356
2019
Q4 		$120K Buy
1,074
+301
+39% +$33.8K ﹤0.01% 254
2019
Q3 		$79K Buy
773
+142
+23% +$14.2K ﹤0.01% 261
2019
Q2 		$59K Buy
631
+96
+18% +$8.61K ﹤0.01% 299
2019
Q1 		$51K Sell
535
-16
-3% -$1.52K ﹤0.01% 310
2018
Q4 		$47K Buy
551
+1
+0.2% +$98 ﹤0.01% 289
2018
Q3 		$62K Sell
550
-19
-3% -$2.2K ﹤0.01% 264
2018
Q2 		$64K Sell
569
-13
-2% -$1.46K ﹤0.01% 252
2018
Q1 		$56K Buy
582
+1
+0.2% +$97 ﹤0.01% 236
2017
Q4 		$59K Hold
581
– – ﹤0.01% 225
2017
Q3 		$53K Buy
581
+1
+0.2% +$85 ﹤0.01% 233
2017
Q2 		$48K Sell
580
-9
-2% -$707 ﹤0.01% 257
2017
Q1 		$47K Buy
589
+10
+2% +$806 ﹤0.01% 242
2016
Q4 		$50K Sell
579
-24
-4% -$2K 0.01% 215
2016
Q3 		$49K Buy
603
+1
+0.2% +$78 0.01% 220
2016
Q2 		$48K Buy
602
+25
+4% +$2.04K 0.01% 209
2016
Q1 		$50K Buy
577
+1
+0.2% +$81 0.01% 211
2015
Q4 		$47K Hold
576
– – 0.01% 214
2015
Q3 		$44K Sell
576
-36
-6% -$2.86K 0.02% 220
2015
Q2 		$49K Hold
612
– – 0.02% 207
2015
Q1 		$48K Sell
612
-25
-4% -$1.83K 0.02% 206
2014
Q4 		$46K Buy
+637
New +$47K 0.02% 106

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

Allworth Financial's PSX Position: Q2 2026 in Review

Allworth Financial reduced its Phillips 66 (PSX) stake by 63% in Q2 2026, selling an estimated $6.69M and leaving 23,029 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #395.

Allworth Financial first reported a position in PSX in Q4 2014 and has held it in 47 quarters since. The position peaked at $11.3M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Allworth Financial held 23,029 shares of Phillips 66 worth $3.89M as of Q2 2026.
  • Allworth Financial sold 38,836 Phillips 66 shares in Q2 2026, an estimated $6.69M.
  • Phillips 66 made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #395 holding.
  • Allworth Financial first reported a position in Phillips 66 in Q4 2014 and has held it in 47 quarters since.
  • Allworth Financial's Phillips 66 position peaked at $11.3M in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.