Arbor Investment Advisors’s Phillips 66 PSX Stock Holding History

Arbor 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 Q2	$261K	Hold	1,547	–	–	0.03%	120
2026 Q1	$282K	Buy	+1,547	New	+$242K	0.04%	91
2025 Q4	–	Sell	-1,547	Closed	-$210K	–	130
2025 Q3	$210K	Sell	1,547 -294	-16%	-$37.7K	0.03%	122
2025 Q2	$220K	Buy	1,841 +10	+0.5%	+$1.12K	0.03%	106
2025 Q1	$226K	Buy	+1,831	New	+$226K	0.03%	103
2020 Q1	–	Sell	-1,925	Closed	-$214K	–	85
2019 Q4	$214K	Buy	+1,925	New	+$216K	0.06%	84
2018 Q4	–	Sell	-1,892	Closed	-$213K	–	58
2018 Q3	$213K	Sell	1,892 -111	-6%	-$12.8K	0.08%	54
2018 Q2	$225K	Buy	+2,003	New	+$225K	0.09%	47
2018 Q1	–	Sell	-2,004	Closed	-$203K	–	48
2017 Q4	$203K	Buy	+2,004	New	+$191K	0.09%	43

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

Arbor Investment Advisors's PSX Position: Q2 2026 in Review

Arbor Investment Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 1,547 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #120.

Arbor Investment Advisors first reported a position in PSX in Q4 2017 and has held it in 9 quarters since. The position peaked at $282K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Arbor Investment Advisors held 1,547 shares of Phillips 66 worth $261K as of Q2 2026.
Arbor Investment Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.03% of Arbor Investment Advisors's portfolio in Q2 2026, its #120 holding.
Arbor Investment Advisors first reported a position in Phillips 66 in Q4 2017 and has held it in 9 quarters since.
Arbor Investment Advisors's Phillips 66 position peaked at $282K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.