America First Investment Advisors’s Phillips 66 PSX Stock Holding History

America First 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	$1.2M	Hold	6,580	–	–	0.22%	26
2025 Q4	$849K	Hold	6,580	–	–	0.15%	29
2025 Q3	$895K	Hold	6,580	–	–	0.17%	28
2025 Q2	$785K	Sell	6,580 -487	-7%	-$54.6K	0.16%	28
2025 Q1	$873K	Sell	7,067 -13	-0.2%	-$1.6K	0.18%	26
2024 Q4	$807K	Hold	7,080	–	–	0.18%	25
2024 Q3	$931K	Hold	7,080	–	–	0.21%	26
2024 Q2	$999K	Hold	7,080	–	–	0.25%	26
2024 Q1	$1.16M	Hold	7,080	–	–	0.28%	24
2023 Q4	$943K	Hold	7,080	–	–	0.25%	26
2023 Q3	$851K	Hold	7,080	–	–	0.24%	26
2023 Q2	$675K	Hold	7,080	–	–	0.18%	29
2023 Q1	$718K	Sell	7,080 -118	-2%	-$12K	0.21%	28
2022 Q4	$749K	Buy	7,198 +118	+2%	+$12.1K	0.22%	28
2022 Q3	$571K	Hold	7,080	–	–	0.2%	26
2022 Q2	$580K	Hold	7,080	–	–	0.19%	28
2022 Q1	$612K	Hold	7,080	–	–	0.18%	29
2021 Q4	$513K	Hold	7,080	–	–	0.15%	33
2021 Q3	$496K	Buy	7,080 +500	+8%	+$36.2K	0.15%	34
2021 Q2	$565K	Hold	6,580	–	–	0.17%	35
2021 Q1	$537K	Hold	6,580	–	–	0.16%	35
2020 Q4	$460K	Sell	6,580 -182	-3%	-$10.7K	0.14%	39
2020 Q3	$351K	Hold	6,762	–	–	0.11%	41
2020 Q2	$486K	Hold	6,762	–	–	0.15%	35
2020 Q1	$363K	Hold	6,762	–	–	0.13%	38
2019 Q4	$753K	Hold	6,762	–	–	0.22%	30
2019 Q3	$692K	Hold	6,762	–	–	0.21%	30
2019 Q2	$633K	Hold	6,762	–	–	0.19%	30
2019 Q1	$644K	Hold	6,762	–	–	0.2%	32
2018 Q4	$583K	Hold	6,762	–	–	0.2%	32
2018 Q3	$762K	Hold	6,762	–	–	0.24%	31
2018 Q2	$759K	Hold	6,762	–	–	0.25%	30
2018 Q1	$649K	Hold	6,762	–	–	0.24%	30
2017 Q4	$684K	Buy	6,762 +182	+3%	+$17.3K	0.23%	31
2017 Q3	$603K	Hold	6,580	–	–	0.22%	31
2017 Q2	$544K	Hold	6,580	–	–	0.2%	35
2017 Q1	$521K	Sell	6,580 -1,500	-19%	-$121K	0.2%	36
2016 Q4	$698K	Hold	8,080	–	–	0.28%	30
2016 Q3	$651K	Hold	8,080	–	–	0.27%	31
2016 Q2	$641K	Hold	8,080	–	–	0.27%	34
2016 Q1	$700K	Hold	8,080	–	–	0.31%	31
2015 Q4	$661K	Buy	8,080 +167	+2%	+$14.4K	0.3%	34
2015 Q3	$608K	Hold	7,913	–	–	0.29%	35
2015 Q2	$637K	Sell	7,913 -140	-2%	-$11.1K	0.28%	34
2015 Q1	$633K	Hold	8,053	–	–	0.27%	36
2014 Q4	$577K	Hold	8,053	–	–	0.24%	37
2014 Q3	$655K	Hold	8,053	–	–	0.29%	34
2014 Q2	$648K	Hold	8,053	–	–	0.29%	34
2014 Q1	$621K	Sell	8,053 -50	-0.6%	-$3.81K	0.29%	35
2013 Q4	$625K	Hold	8,103	–	–	0.29%	34
2013 Q3	$469K	Buy	8,103 +250	+3%	+$14.5K	0.23%	38
2013 Q2	$463K	Buy	+7,853	New	+$493K	0.25%	37

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

America First Investment Advisors's PSX Position: Q1 2026 in Review

America First Investment Advisors held its Phillips 66 (PSX) position steady in Q1 2026 at 6,580 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #26.

America First Investment Advisors first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

America First Investment Advisors held 6,580 shares of Phillips 66 worth $1.2M as of Q1 2026.
America First Investment Advisors left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.22% of America First Investment Advisors's portfolio in Q1 2026, its #26 holding.
America First Investment Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.