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Almanack Investment Partners’s Phillips 66 PSX Stock Holding History

Almanack Investment Partners’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 		$269K Buy
+1,591
New +$274K 0.03% 250
2019
Q3 		– Sell
-1,527
Closed -$143K – 287
2019
Q2 		$143K Sell
1,527
-1,255
-45% -$113K 0.03% 220
2019
Q1 		$265K Sell
2,782
-385
-12% -$36.6K 0.08% 115
2018
Q4 		$273K Sell
3,167
-65
-2% -$6.35K 0.08% 124
2018
Q3 		$333K Sell
3,232
-153
-5% -$17.7K 0.09% 121
2018
Q2 		$380K Sell
3,385
-266
-7% -$29.9K 0.17% 54
2018
Q1 		$350K Buy
3,651
+327
+10% +$31.8K 0.13% 69
2017
Q4 		$336K Buy
3,324
+38
+1% +$3.61K 0.13% 76
2017
Q3 		$301K Sell
3,286
-516
-14% -$43.7K 0.15% 70
2017
Q2 		$314K Buy
3,802
+1,412
+59% +$111K 0.18% 84
2017
Q1 		$189K Sell
2,390
-1,133
-32% -$91.3K 0.14% 106
2016
Q4 		$304K Buy
+3,523
New +$293K 0.25% 48

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

Almanack Investment Partners's PSX Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Phillips 66 (PSX) in Q2 2026: 1,591 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in PSX as recently as Q2 2019.

Almanack Investment Partners first reported a position in PSX in Q4 2016 and has held it in 12 quarters since. The position peaked at $380K in Q2 2018. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Almanack Investment Partners held 1,591 shares of Phillips 66 worth $269K as of Q2 2026.
  • Phillips 66 was a new Almanack Investment Partners position in Q2 2026.
  • Phillips 66 made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #250 holding.
  • Almanack Investment Partners first reported a position in Phillips 66 in Q4 2016 and has held it in 12 quarters since.
  • Almanack Investment Partners's Phillips 66 position peaked at $380K in Q2 2018.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.