Alta Advisers’s Phillips 66 PSX Stock Holding History

Alta Advisers’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	$261K	Hold	1,545	–	–	0.06%	177
2026 Q1	$281K	Buy	+1,545	New	+$242K	0.1%	147
2025 Q4	–	Sell	-2,045	Closed	-$278K	–	236
2025 Q3	$278K	Hold	2,045	–	–	0.09%	187
2025 Q2	$244K	Hold	2,045	–	–	0.09%	202
2025 Q1	$253K	Buy	+2,045	New	+$252K	0.11%	182
2024 Q4	–	Sell	-1,400	Closed	-$184K	–	347
2024 Q3	$184K	Hold	1,400	–	–	0.08%	162
2024 Q2	$198K	Hold	1,400	–	–	0.1%	127
2024 Q1	$229K	Hold	1,400	–	–	0.11%	111
2023 Q4	$186K	Hold	1,400	–	–	0.1%	120
2023 Q3	$168K	Hold	1,400	–	–	0.1%	126
2023 Q2	$134K	Hold	1,400	–	–	0.08%	172
2023 Q1	$142K	Hold	1,400	–	–	0.08%	152
2022 Q4	$146K	Hold	1,400	–	–	0.09%	141
2022 Q3	$113K	Buy	+1,400	New	+$119K	0.07%	171

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 $3.37T AUM 44.26% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alta Advisers's PSX Position: Q2 2026 in Review

Alta Advisers held its Phillips 66 (PSX) position steady in Q2 2026 at 1,545 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #177.

Alta Advisers first reported a position in PSX in Q3 2022 and has held it in 14 quarters since. The position peaked at $281K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Alta Advisers held 1,545 shares of Phillips 66 worth $261K as of Q2 2026.
Alta Advisers left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Alta Advisers's portfolio in Q2 2026, its #177 holding.
Alta Advisers first reported a position in Phillips 66 in Q3 2022 and has held it in 14 quarters since.
Alta Advisers's Phillips 66 position peaked at $281K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.