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Annis Gardner Whiting Capital Advisors’s Phillips 66 PSX Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		$1.4M Buy
8,263
+8
+0.1% +$1.38K 0.21% 86
2026
Q1 		$1.5M Buy
8,255
+65
+0.8% +$10.2K 0.24% 67
2025
Q4 		$1.06M Buy
8,190
+51
+0.6% +$6.86K 0.2% 91
2025
Q3 		$1.11M Buy
8,139
+7,785
+2,199% +$997K 0.23% 80
2025
Q2 		$42.2K Buy
354
+215
+155% +$24.1K 0.01% 445
2025
Q1 		$17.2K Sell
139
-6,235
-98% -$768K 0.01% 480
2024
Q4 		$726K Buy
6,374
+3,119
+96% +$397K 0.2% 95
2024
Q3 		$428K Hold
3,255
– – 0.12% 142
2024
Q2 		$460K Buy
3,255
+327
+11% +$48.4K 0.13% 139
2024
Q1 		$478K Buy
2,928
+2,780
+1,878% +$401K 0.17% 108
2023
Q4 		$19.7K Hold
148
– – 0.01% 406
2023
Q3 		$17.8K Buy
+148
New +$16.6K 0.01% 405

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

Annis Gardner Whiting Capital Advisors's PSX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Phillips 66 (PSX) stake by 0.1% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,263 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #86.

Annis Gardner Whiting Capital Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 8,263 shares of Phillips 66 worth $1.4M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
  • Phillips 66 made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #86 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Phillips 66 position peaked at $1.5M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.